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KC
Kevin Caron
Washington Crossing Advisors
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
on AI names whose valuations extrapolate endless capex-fed growth
“at some point when CapEx does slow down and it will. Those companies may struggle”
Nasdaq since this was said: ▲ +3.8% · 25,122 → 26,082 · as of 2026-09-10
post-Big Tech earnings; compares to the early-2000s reckoning
“we're probably in for a period of sorting out, which could take years for it to play out eventually”
Nasdaq since this was said: ▲ +3.8% · 25,122 → 26,082 · as of 2026-09-10
tentative shift from high-beta winners to higher-quality stocks
“perhaps this is a turning point and maybe an inflection where this where where the market mood begins to swing somewhat towards a more defensive posture”
S&P 500 since this was said: ▲ +2.1% · 7,438 → 7,592 · as of 2026-09-10
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