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I usually miss quite a bit on these, but that is the point of crazy! Here we go.

The market is heading back to stupid levels, with stocks going on crazy runs. I’ve seen a lot of people say everyone is making the same mistakes as the last bull run, so as an ...

I’ve always had a different view of Elon than most people. You either love him or hate him. I’m sort of in the middle. My take has generally been: Elon’s a bullshitter who delivers. Given ...

Each gift has its burden. I’ve proven that I can hold assets through financial turmoil… which is a gift! Yet, it simultaneously is a burden. Knowing how to hold is a gift, knowing when to ...

I consider myself a lucky person. I’ve had multiple once in a lifetime opportunities in a short lifetime.  People misunderstand how often opportunities come by them. When they see once in a decade opportunities pass ...

I initially set out to do a deep dive on Disney, but didn’t quite realize what that meant. Disney is a monster, with an insane amount of complexity. So, I took the easy way out ...

I’ve always had a soft spot for Wendy’s. When Kobe was retiring, any road games he was playing was a circus. Yet, someone in the Bucks marketing department thought it was a good idea to ...

I love weird things. Whether it be food or stocks, they just catch my attention. One of the weird stocks I’ve been watching is $SIRI. As you can see, the price action here has been ...

Sometimes an idea gets stuck in your head. Not necessarily a good idea, but an idea nonetheless. The thing I love about ideas is that they don’t have to be good, they just have to ...

I fall down bear holes like anyone else. Whether it be China / Taiwan relationships, historical valuation comparisons or anything else, it’s easy to over analyze or extrapolate something that doesn’t need to be. The ...