If you feel like you’ve missed a once in a lifetime opportunity, then welcome to the market
Game On
“Smart money” is following the “dumb money”
Animal Spirits: Investing in Fixed Income
On today’s show we discuss:
-How the structure of the fixed income market has evolved over time
-What happened to bond funds and ETFs in March?
-The potential problems with plain-vanilla bond indexes
-How should active bond managers be benchmarked?
-How to find an edge when everybody can do the math
-The enigma that is inflation, and much more
Can Growth Go Out of Style?
TL:DR Yes it can
Animal Spirits: Micro Bubbles
On today’s show we discuss:
-Digital trading floors
-Why negative earners are flying
-Biden’s spending plan, and much more
They’re on Fire
Small stocks are on fire
Is David Bullying Goliath?
Are the Robinhood traders getting smarter?
These Are the Goods
Here’s what I chewed on last week
You Gotta Be Kidding me
There were some insane headlines this week in the stock market
The Power of Story Telling
“She got lucky with Tesla.”