Giant declines happen faster than our ability to process them
When The Music’s Over
Animal Spirits: Growth At a Reasonable Price
On today’s show we discuss:
-The pros and cons of the retail trading boom
-Lessons learned from the buy side
-Avoiding moonshots, and much more
10 Questions People Only Ask in a Bull Market
None of these questions are unreasonable, they’re just a product of the recent environment.
Inflation is Here. But is it Here to Stay?
Headline numbers don’t tell the whole story.
Animal Spirits: Bubbles Are Forever
On today’s show we discuss:
-The horrendous and confusing jobs report
-Why the future seems so bright and also so dark
-Can we see 15% returns going forward? And much more
Living Through a Wreckage
What do you do now?
Best to Worst
The selling will continue until morale improves.
The CAPE Ratio is Very High
Valuation matters. Sort of. At least most of the time. Eventually. Sometimes.
These Are the Goods
Here’s what I chewed on last week
Retail is staying in the ARKK.
It’s going to take more than this to shake investor’s confidence
