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Happy Monday.

Earnings season starts this week and as always the big banks lead things off. I expect the bullshit to be thick.

Ivanhoff and I did our usual tour of the markets and not much has changed. Technology leads. You can watch/listen here. We share a bunch of new ideas and catch up on the trends that have been working for us.

Most noteworthy to me were the defense stocks hitting more all-time highs.

Absent from the defense stock all-time high list is Boeing. I loved Bob Lefsetz’s riff on the company and the 737 Max.

Have a great week.