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Ive not had a lot of comments about financial markets in Jays Corner this year simply because there was nothing to report of note of outstanding note that changed today uh this morning I was giving a q1 kind of very very brief overview to what has happened and what I saw and then of course I press send and moments later uh things changed so I jinxed it thats what I joked to some people and lets just take a look at it here and so to newcomers to the newsletter you know I use the phrase stocks for show bonds for do and notably if you turn on any or look at any of the media what you will see is you know bunch of news about stocks and thats understandable the narratives are interesting Nvidia this Nvidia that understandable uh but lets just take a look at what the inerts are and this is my point which is that its important to kind of understand the basis the theory first and then you can think about the result and think of the result makes sense because only when you do it in that o
