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🔬 The Demise of the 60/40 Portfolio?
"Experience is what you got when you didn’t get what you wanted"
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🔬 ASML Gives Chip Investors the Scaries
"If you are going to panic, panic early"
🔬 The Fear of High P/E Stocks
Plus: LVMH blows up luxury; Consumers are stretched; and much more!
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🔬Should You Buy Palantir (or just be scared of it)?
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🔬Cheap Stocks vs. Expensive Stocks
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🔬Palantir [Part II]: It Trades At What Multiple?!
🔬Defense Stocks: Ready, Aim, Profit?
🔬Chips Are Down: Has the Semiconductor Hype Short-Circuited?
3
🔬More of the Sahm?: The Cool New Recession Indicator
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🔬 Tesla's Stock Takes the Exit Ramp After Robotaxi Reveal
“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.”
🔬Fed's Rate-Cut Party Gets an Uninvited Guest: Inflation & Jobless Data
“Successful investing requires the management of your own ego and temperament and usually that of your clients as well.”
🔬The Bullist Bull Market?
"You don't need to be a genius or a visionary or even a college graduate to be successful.
🔬Starboard Takes Position In Value Trap...I mean, Pfizer
“A lot of success in life and business comes from knowing what you want to avoid: early death, a bad marriage etc.”
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🔬Barrels of Tension: The Most Relaxed Crisis in Oil History
"The most important thing to do if you find yourself in a hole is to stop digging."
🔬 War & P/Es: Defense Stocks Benefit from Global Tensions
“Your most unhappy customers are your greatest source of learning.”
🔬LVMH: When Luxury Goes On Sale
"It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong"
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StreetSmarts
StreetSmarts
Daily morning financial news and 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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