I’ve always had a keen interest in bubbles. Something about making crazy money and then losing it all (and more) just fascinates me. Further, investors love to misunderstand bubbles. To help make sure I fully ...
The market is starting to act funny again. Bitcoin is ripping. Memecoins are back. Board members are tweeting about tendies. Shit’s getting weird. Here’s how I plan to attack this market. How to Profit from ...
Part of my job is to be perpetually negative. Sure, your financials are amazing… but your pipeline is empty. My job bleeds into my view of the market. Overall, we are in a bullish market. ...
Time is a funny thing. You don’t realize how valuable it is until you’ve run out of it. A powerful king, known for his wealth and influence, sought counsel from a wise old man in ...
I have about 20% of my net worth in cash accounts earning 5%. I’ve been working through an investing idea rut, hoping to find something worth investing in. I’d dive into a stock, but ultimately ...
I’ve hit a bit of an investing rut. Despite my portfolio performing well and my continued, steady investments, I’m sitting on too much cash. While part of this is intentional—taking advantage of a 5% risk-free ...
It’s amazing how many investment thesis fall apart with a simple question. What’s the catalyst? Why now? When you pull the answer back, it often comes back to hope. They hope the valuation will rise. ...
People are funny. If you tell them that you buy and hold a basket of stocks that isn’t the S&P 500, they look at you like you are crazy. Yet, someone who adds gold to ...
Quick thoughts on 4 stocks I’ve got stuck in my head.
