The biggest question I have right now is where we are in the multiple re-rating process?
Do Less or Do More
Markets move faster when everyone knows everything
Reframing Volatility
It’s hard to stay optimistic when you’re losing money.
These Are the Goods
Here’s what I chewed on last week
The Market is an Expensive place to Find Out Who You Are
This market is savage
Not an Inflation Hedge
Bitcoin is not an inflation hedge
Intangible Value
The world has changed. Businesses have changed. Investment analysis needs to change too.
Good Memories that Sucked
Our feelings change with the passage of time.
Animal Spirits: 25 Million New Brokerage Accounts
On today’s show we discuss:
– Why rising mortgage rates might not slow down housing prices
– What are individual investors trading now?
– Netflix’s price increase, and much more
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The Market is Tightening
Interest rates are the lifeblood of an economy. The cost of money impacts everyone in one form or another. Money has been free for a while. Not anymore.* The chart below shows interest rates over the last year. Short-term rates are still pinned to the ground, while at the same time we’re seeing some serious…