Let me give you some themes with a sense of the craziness of the disparate winners.
Can it outrun inflation? Is there more demand than supply? Does it make sense at this point in the cycle?Does it play into current events? Can it be linked to travel? Can it be put in a data center? These are some of a very small handful of themes producing wins at this point, in what is developing into one wild earnings season. Let's dispense with the macro before I get into what's working and what's not.
Let's dispense with the macro before I get into what's working and what's not. We have two events with "big bang" potential and views of the outcomes that will be tinged with politics because we are closing in on the election.
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