Saturday, April 4, 2026 
Questions
I noted Fast Money pushing gaming stocks today.
I highly doubt gambling stocks have bottomed. Shuffle Master (SHFL)? Did they beat? Really?
How is Vegas? Is anyone out there? Are the tables crowded? I Need data points.
In a segment not related to Gaming stocks, Tim Seymour said to “know your counterparty.”
This is good advice and I am not being sarcastic. Always know your counterparty. When things get crazy it always comes down to your counterparty. If you don’t know who it is, how can you find them if you need to collect?
Always know your counterparty. Refer to my prior post: Party and Counterparty Risk Demystified.
