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A single best idea.

A quick one here on a Wednesday as we staggered Thursday and Friday again into earnings season with a big amount of earnings next week and a follow on to tech at the end of the month.

Of course, we're looking at the meetings of the World Economic

Forum in Davos, but we did want to pay attention to what's going on in equity's bonds.

Currencies and commodities, Julian Emmanuel stopped by with Evercore ISI, writes the best day-to-day

earnings summary on the street with 9% of S&P market cap reporting so far.

Julian Emmanuel on the worry over AI debt.

What's interesting now about the setup is that you had all this angst around debt financing

around the AI buildout at the end of last year, credit default swap markets

getting stressed, certain hypers, share prices getting stressed, to the point where there's

enough skepticism around the AI story and technology in general, that in our mind, it's almost

sets up as a contrarian play, and we're very excited

...