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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
30
1
Stock Market Parabola
"What the wise do in the beginning, fools do in the end"
May 18
10
Market Corrections & The 60/40 Portfolio
"Experience is what you got when you didn’t get what you wanted"
May 3
24
2
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Buffett Gets The Scaries
Nov 16, 2024
83
11
A Simplified Model For Valuing Companies
Jan 25
41
9
The Cult of Momentum
Mar 8
30
2
Market Corrections in Context (in Charts!)
Mar 15
21
The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
Dec 21, 2024
27
1
Mag7 Reality Check
Feb 1
25
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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
18
How Defensive Are Staples?
Plus: The Un-inverting of the Yield Curve
Apr 19
23
1
Mega Market Update: The State of the Financial World in 25 Charts
"Time is your friend; impulse is your enemy."
Apr 12
21
To Be, or Not To Be (a Bitcoin Hedgefund)
Plus: Sectors & Size: What's bad and what's worse.
Mar 29
11
Market Corrections in Context (in Charts!)
"Wide diversification is only required when investors do not understand what they are doing."
Mar 15
21
The Cult of Momentum
Plus: You're better off holding lava than EV stocks
Mar 8
30
2
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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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)
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Overlooked Alpha
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James Bulltard
Flyover Stocks
Todd Wenning
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