Teladoc is 70% below its low in March 2020
These Are the Goods
Here’s what I chewed on last week
The Best Advisor Event of the Year
Come hang at the best financial services event of the year
The State of the Bounce
Fell too much, bounced too hard
Animal Spirits: Price Drives Narrative
On this week’s show, we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto’s LTCM moment, and much more.
These Are the Goods
Here’s what I chewed on this week
The Market Hates Uncertainty
A perfect track record
Animal Spirits: The Animal Spirits Indicator
On this week’s show, we discuss Ben’s trip to Long Island, some good news on inflation, Disney’s sky-high inflation, confusing signals in the economy, and much more.
These Are the Goods
Here’s what I chewed on last week
Who I Pay to Read
Some writing is worth paying for