Hard to take his bear argument seriously when some of the largest companies on the globe are putting up growth numbers like this:
GOOGL Cloud +63% YoY
MSFT Azure +40% YoY
META Ads +33% YoY
AMZN AWS +28% YoY
META Ads +33% YoY
AMZN AWS +28% YoY
Parisian Family Office, CEO. Started Wall Street, '82. Drexel Burnham alum. Founded Chippewa Partners, Native American Advisors, '95. Chippewa, raised on reservations. Conservative. NYSE/FINRA arb. Pureblood. Independent insight. Trading WON/CANSLIM methodology from PAMELOT, TN farm, GHOST RANCH, MT, on Yellowstone River, or CASA TULE', their winter camp in Los Cabos, Mexico. Always been, will always be, a relentless optimist with radical gratitude.
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