Breaking news: Picking stocks that outperform the market is not easy.
Animal Spirits: Peak Pessimism
On today’s show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchable movie of all-time and much more.
Blown Up
$1 trillion in market cap has been wiped out of high flying stocks
When Do Stocks Bottom?
The Faster Market Hypothesis
These Are the Goods
Here’s what I chewed on last week
Three Types of Investors
It Can’t Really Get Worse
How Bad is it Out There?
The average stock in the Nasdaq-100 is more than 40% below its high.
Animal Spirits: The Fed is Being Punished
On this week’s show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter, and more.
Banks and Home Builders; Retail and Media. They’re All Getting Rekt
Some themes dominating the 52-week low list
So Bearish it Hurts
Investors haven’t been this bearish since The Great Financial Crisis