8/11 Recap. Just As Everyone Gets Bullish, We Have A Nasty Reversal

Plus a look at a name I really like here.

What did you expect? A straight shot to all time highs? This morning I tweeted out to my friend Mallik, who btw is a great follow, a brilliant man who sold Spring Path to Cisco a few years ago, a great mind in the tech world.

I told Mallik that stocks were not following bonds, stocks were ripping as bonds were falling which wasn’t normal and sure enough,…