-Au contraire, tech and giants are not the only thing driving value off a cliff
-The true cost of commodity ETFs
-What we do in life, echoes in eternity
-How credit cards exploit their customers
-What’s Wrong Warren, and much more
The Rise and the Fall
The rise and the fall is the business equivalent of the circle of life.
Off the Charts
The halt in economic activity is breaking a lot of charts
Animal Spirits: Whatever It Takes Squared
On this week’s show we discuss:
-Why Buffett didn’t swing
-How the Fed is like the blue pill
-Crisis buzzwords
-The death of commodities
-Retailers going out of business
More is Less
One of the iron laws of behavioral finance is that when things are going well, investors always think they could be going better.
What Happens When the Parts Are Bigger than the Whole?
“There are limits to size and growth”
These Are the Goods
-A closer look at low vol
-The opportunity in small cap stocks
-America needs to go big, and much more
Animal Spirits: A Noob Whale Picker’s Market
On today’s show we discuss:
-Cleaning all day every day
-Market Breadth
-America in a nutshell
-Everybody’s trading, and much more
What’s The Catalyst?
The stock market is wrapping up its best month in over 30 years. What was the catalyst? In the five weeks from February 20th through March 19th, there were 1.1 million jobless claims, and the stock market fell 29%. In the five weeks since there were 26.5 million jobless claims and the market rallied 28%….
Animal Spirits: Capitalism As We Know It
On today’s show we discuss:
-Wiping out credit card debt
-Why people prefer real estate
-Over and under reaction
-A few surveys, and much more
