EVERY DAY UP…
…this Thanksgiving week.
That’s something else to be grateful for :)
We bot these quality compounders noted below last Fri: $SPGI and $ICE
also bot $MSFT and $META
and in the datacenter and nat gas space: $EQT
Many names and themes should do well now thru year end.
The best businesses in the world went on sale, so we’re focused there.
I expect we’ll get to ATHs by year end.
A lot of capital exited the market these last few weeks and are now falling over themselves to get back in.
That’s why we have this string of gains.
If the Fed does not cut, then that won’t happen.
Rate cut probabilities are close to 90%
It’s rare to find a variety of quality businesses on sale at the same time.
When that happens, it’s best to scoop them up.
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