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Buffett Gets The Scaries
Plus: S&P Sector Update; Earnings Season Wraps-up; and much more!
A Simplified Model For Valuing Companies
(Downloadable Spreadsheet Included)
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."
The Cult of Momentum
Plus: You're better off holding lava than EV stocks
Market Corrections in Context (in Charts!)
"Wide diversification is only required when investors do not understand what they are doing."
Mega Market Update: The State of the Financial World in 25 Charts
"Time is your friend; impulse is your enemy."
The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
"There are two classes of forecasters: those who don’t know, and those who don’t know they don’t know"
Mag7 Reality Check
Plus: US GDP fails to outweigh inflation.
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…
Meme Stock Recap...in Charts!
Plus: Yield Curve is 'normal' and TSMC keeps AI dreams alive
Market Corrections & The 60/40 Portfolio
"Experience is what you got when you didn’t get what you wanted"
Wall Street's Weight-Loss Hangover: Have Investors Binged Too Much on Obesity Stocks?
Plus: 2024 sectors in review, and much more!
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