How a company went from cold emailing us to advertising in The New York Times in just 8 months
These Are the Goods
Here’s what I chewed on last week
Facebook’s Terrible Quarter
Why is Facebook getting killed?
Competition, Apple hurting their ad business, a $10 billion hit on the metaverse, it’s no longer social, and dumb share buybacks, to name a few
Animal Spirits: Stocks Work Best at Night
On today’s show, we discuss growth stocks, stablecoin v bitcoin, big tech earnings, real estate movements, and much more.
Markets Are a Beauty Contest
What does the average opinion expect the average opinion to be?
Bigger, Faster, Stronger
We’ve never seen companies move this quickly
Animal Spirits: Listener Mailbag
On today’s show we answer listener questions
These Are the Goods
Here’s what I chewed on last week
Some Thoughts on Robinhood
Investors have no tolerance for companies with no growth and ballooning losses
It Really is More Volatile
We’ve been talking a lot on the podcast about market volatility. A listener emailed us with an interesting take: “I am inclined to think that we all went through quite a volatile period in our personal lives over the last few years and are now projecting that onto our views of the market without any…