In this up-every-day market, Cathie D. Wood is truly thriving. It’s like 2021 all over again!

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In this up-every-day market, Cathie D. Wood is truly thriving. It’s like 2021 all over again!


The livestream last night was an hour late, but it was worth it anyway. For those who are interested, here’s the entirety of the Grok 4 announcement. It isn’t exactly polished like a Steve Jobs product rollout (in which every syllable and breath was scripted), but it’s impressive.
I got a bit of a jump-scare yesterday afternoon after the market closed and one of my shorts, Costco Warehouse (COST) leaped suddenly higher. We’re not in earnings season, so I was wondering what on Earth was happening. It turns out that endlessly gluttonous Americans, bless ’em, just keep scarfing down Costco wares, and they reported very strong sales from their stores. I figured this position was a goner.

Although the equity futures such as the /NQ are continuing in their directionless, meandering, maddening drift, day after day………
