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One thought on “Breaks, Myths And Hyper-Scalers

  1. I owe Chris ?F?a?r?l?e?y? Harvey an apology (or I would if he both knew I existed and cared what I thought, neither of which is the case). In the comments here, I said something to the effect that his briefly-street-highest ’24 EOY S&P forecast of 5600 sounded a lot like ringing a bell at the top. Turns out he was undershooting, and it seems the bell remains unrung.

    To atone, I’ve hired Bennett Brauer to apologize on my behalf: https://www.youtube.com/watch?v=AdkkTV3pIa0

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