Subscribe
Sign in
Home
Notes
Company OnePagers
Archive
About
🔬StreetSmarts is moving...
Hey Readers!
Feb 21
17
Costco in 17 Charts: Everything in Bulk Except the Valuation
"The best time to buy a stock is when the company is as unpopular as a dentist at a lollipop convention."
May 24, 2025
31
2
6
Stock Market Parabola
"What the wise do in the beginning, fools do in the end"
May 18, 2025
10
2
Most Popular
View all
Buffett Gets The Scaries
Nov 16, 2024
83
11
16
A Simplified Model For Valuing Companies
Jan 25, 2025
41
9
10
Costco in 17 Charts: Everything in Bulk Except the Valuation
May 24, 2025
31
2
6
The Cult of Momentum
Mar 8, 2025
30
2
4
Market Corrections in Context (in Charts!)
Mar 15, 2025
21
3
Mega Market Update: The State of the Financial World in 25 Charts
Apr 12, 2025
22
6
Latest
Top
Discussions
Market Corrections & The 60/40 Portfolio
"Experience is what you got when you didn’t get what you wanted"
May 3, 2025
25
2
4
Gold, FX Risk & Tesla's Worst Quarter (ever)
"The four most expensive words in the English language are, 'This time it’s different'"
Apr 27, 2025
18
3
How Defensive Are Staples?
Plus: The Un-inverting of the Yield Curve
Apr 19, 2025
23
1
3
Mega Market Update: The State of the Financial World in 25 Charts
"Time is your friend; impulse is your enemy."
Apr 12, 2025
22
6
To Be, or Not To Be (a Bitcoin Hedgefund)
Plus: Sectors & Size: What's bad and what's worse.
Mar 29, 2025
11
4
Market Corrections in Context (in Charts!)
"Wide diversification is only required when investors do not understand what they are doing."
Mar 15, 2025
21
3
The Cult of Momentum
Plus: You're better off holding lava than EV stocks
Mar 8, 2025
30
2
4
See all
StreetSmarts
Deep-dives and financial analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)
Subscribe
Recommendations
View all 85
My Favorite Classical Music
Vitaliy Katsenelson
MKTCONTEXT
MktContext
The Options Oracle
Edward Corona
Stocks Stories Short
Dan
Macro Charts
Macro Charts
StreetSmarts
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
