“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
Small Mean Reversion
The spread between these two slices of the market has widened to levels last seen during the implosion of the dotcom bubble.
Unintended Consequences
There are always unintended consequences
“I’m Bullish”
Barron’s ran their biannual Big Money Poll this weekend.
These Are the Goods
-What’s different this time
-Real risk is a long period of no returns
-Why Americans choose real estate
-A closer look at the 2003 NBA draft, and much more
Animal Spirits: Physical Delivery
On today’s show we discuss:
-What happened to the oil market?
-Why are so many investors buying the dip?
-Big banks are getting bigger
-The death of department stores, and much more
