Steve Saretsky
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Appearances Over Time
Podcast Appearances
And the guys, they both said, yeah, absolutely.
Now, they don't know when it will turn, of course, but their message was that.
So this is New York, not on Wall Street.
These guys are executing trades, you know, from all over the place.
They're coming in.
So the message one.
Everyone keeps buying tech all the time.
Message two, they don't see a whole lot of commodity resource related themed trades.
From a contrarian perspective, Richard, what do you like about it?
What do you like about that?
I don't know.
Yeah, it's kind of it because a lot of the models we follow, we'll talk a little bit now today, right, when we get in, talk about equity markets and stuff.
People don't care about earnings and valuations.
It's just momentum.
Where's the money going?
Where's Steve skating and stuff like that?
That was cool.
Two other experiences for New York.
Steve, we went to a really cool restaurant.
It's called the Monkey Bar.