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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
21
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Market Corrections & The 60/40 Portfolio
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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
17
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Gold, FX Risk & Tesla's Worst Quarter (ever)
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How Defensive Are Staples?
Plus: The Un-inverting of the Yield Curve
Apr 19
21
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How Defensive Are Staples?
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Buffett Gets The Scaries
Nov 16, 2024
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Buffett Gets The Scaries
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A Simplified Model For Valuing Companies
Jan 25
40
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A Simplified Model For Valuing Companies
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The Cult of Momentum
Mar 8
30
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The Cult of Momentum
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Market Corrections in Context (in Charts!)
Mar 15
21
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Market Corrections in Context (in Charts!)
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Mag7 Reality Check
Feb 1
25
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Mag7 Reality Check
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The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
Dec 21, 2024
26
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The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
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Mega Market Update: The State of the Financial World in 25 Charts
"Time is your friend; impulse is your enemy."
Apr 12
21
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Mega Market Update: The State of the Financial World in 25 Charts
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To Be, or Not To Be (a Bitcoin Hedgefund)
Plus: Sectors & Size: What's bad and what's worse.
Mar 29
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To Be, or Not To Be (a Bitcoin Hedgefund)
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Market Corrections in Context (in Charts!)
"Wide diversification is only required when investors do not understand what they are doing."
Mar 15
21
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Market Corrections in Context (in Charts!)
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The Cult of Momentum
Plus: You're better off holding lava than EV stocks
Mar 8
30
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The Cult of Momentum
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The Bull Market in Charts
“The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes…
Feb 22
23
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The Bull Market in Charts
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Surge Pricing: Uber Shares Take Off
Plus: The Signal & The Noise
Feb 15
16
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Surge Pricing: Uber Shares Take Off
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Beta ≠ Risk... in charts!
Plus: Peloton is less terrible but the Jobs Report is
Feb 8
20
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Beta ≠ Risk... in charts!
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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)
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