StreetSmarts

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Buffett Gets The Scaries
11
A Simplified Model For Valuing Companies
9
The Cult of Momentum
2
Market Corrections in Context (in Charts!)
The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
1
Mag7 Reality Check
Gold, FX Risk & Tesla's Worst Quarter (ever)
"The four most expensive words in the English language are, 'This time it’s different'"
How Defensive Are Staples?
Plus: The Un-inverting of the Yield Curve
1
Mega Market Update: The State of the Financial World in 25 Charts
"Time is your friend; impulse is your enemy."
To Be, or Not To Be (a Bitcoin Hedgefund)
Plus: Sectors & Size: What's bad and what's worse.
Market Corrections in Context (in Charts!)
"Wide diversification is only required when investors do not understand what they are doing."
The Cult of Momentum
Plus: You're better off holding lava than EV stocks
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…
StreetSmarts
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)
Recommendations
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Overlooked Alpha
Overlooked Alpha
Overlooked Alpha
AAR - AlphaAdvantage - Weekly Market Highlights
AAR - AlphaAdvantage - Weekly Market Highlights
AAR - AlphaAdvantage Research
AP Research
AP Research
AP Research
The Running Of The Bulltards
The Running Of The Bulltards
James Bulltard
Capitalist Letters
Capitalist Letters
Oguz Erkan
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