The Craziest Year Ever? What Are Your Thoughts?

On this week’s What Are Your Thoughts, Josh and I discuss:
  • Why this is a version of 1896, 1929, 1999 and 2006 all at the same time. It’s the craziest year ever.
  • No, Robinhood traders aren’t moving the market. But they sure are moving some small cap stocks!
  • Anonymous consultants on why they’re bailing on Seth Klarman after years of missing the bull market.
  • Everyone performance-chases. Everyone.
  • Zoom Video reports a ridiculous quarter and explodes to the upside.
  • We have some new Dow Components as Salesforce and Honeywell join the average.
  • The Put-to-Call Ratio drags along at an all time low – euphoria is here (at least among options traders).

We used YCharts to create some of the visuals you saw in the show. From fundamentals to technicals and everything in-between, YCharts is our go to site. WAYT viewers can get a 20% discount (new users only). Check them out!
 

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