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Feb 21
15
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
30
1
6
Stock Market Parabola
"What the wise do in the beginning, fools do in the end"
May 18, 2025
10
2
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Buffett Gets The Scaries
Nov 16, 2024
83
11
16
A Simplified Model For Valuing Companies
Jan 25, 2025
41
9
10
The Cult of Momentum
Mar 8, 2025
30
2
4
Costco in 17 Charts: Everything in Bulk Except the Valuation
May 24, 2025
30
1
6
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
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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
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StreetSmarts
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