"There is a fair amount out on the micro front, which looks to drive another leg of Semi outperformance vs. Software" 

...$23 billion ranks in the 92nd percentile since 2000.

The world is a meme...

Reports of software's death are greatly exaggerated.

"The National Oceanic and Atmospheric Administration's Palmer Drought Severity Index hit its highest level for March since records started in 1895..."

The funding market is displaying several of the markers that have preceded prior blow-ups in repo rates, despite looking calm on the surface.

"...echoes of the problems seen during the pandemic."

"These were not US or Israeli ships, these were two international vessels."

"The Department of Justice is delivering on President Trump’s promise to expand Americans’ access to medical..." 

That 9th Circuit?!

...market continues to treat this as a short-term shock for the global economy

“A lack of progress on US-Iran negotiations may bring some reality check to equity markets after a strong rebound."

...job adds surge, jobless claims purge

"Based on the forward fuel curve and the current revenue outlook, the midpoint ..." 

"Despite the improved outlook, it appears that some consumers are already changing their behavior..." 

Tesla also participated in last month's surge, with March registrations up 84%... 

With a tiered consequence & reward system...