It seems silly to be excited about stocks as we enter inning 14 of this stock market boom, but we remain in a great uptrend and baseball peaked years ago. The markets don’t form fit to anyone’s sports analogies. I have spent so many years on this blog talking about the inevitable Nasdaq 10,000, but …

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Ben Hunt’s ‘Men Who Wear Hats‘ post has really got me thinking about my job. The gist: What do Tesla, crypto, and men-who-wear-hats all have in common? They’re all driven by fashion, which is another word for the Common Knowledge game. People get angry with me when they ask my opinion of Tesla, and I …

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Ben Carlson has a fantastic (easy to digest) explanation piece titled ‘Why Doesn’t The Stock Market Care About News‘. Every point Ben makes I agree with. For instance: Markets don’t care who the president is. People may not like to hear this but it’s true. Investors care about earnings, interest rates, trends, and sentiment. The …

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Back in 2016 I wrote ‘The Death of Retail is The Birth Of Retail‘. At the time, every talking head was talking about the death of retail and the mall. My thinking was rather simple in the post: No matter what Amazon does, they will never kill all of retail. In fact, they are only …

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Investing is so easy…assuming you bought weed stocks (on leverage) two weeks ago and sell tomorrow morning! The truth as we all know is that investing is hard. If you have a weakness in your strategy and or behavior, the market cuts and cuts and cuts until you are talking to yourself and your TV …

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Today is the last day of my ‘Peloton’ subscription product. It has been a fantastic run the last 12 months. I am really proud of the results and the stress testing of scaling my idea sharing and tracking. I plan to keep sharing in the form of a subscription research service but in a much …

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It was day TWO of my personal Home Alone and I got a lot done. I caught up on some reading, some personal accounting and got my inbox near zero. I also got in a long ride early this morning. Here I am with my only housemate: A boy and his dog … A post …

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I am truly home alone right now. Ellen is off with her two sisters in Paris for two weeks. It’s just me and my puppy Lindzee. I am not sure if I am supposed to get a lot of things done with all this time alone. So far, I have done absolutely nothing. In defense …

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It’s only August, but it sure feels like a full year has happened in the markets. Today, the S&P hit it’s first all-time high since January 26. Ryan has some good news looking out one year. It could be the free trading that JP Morgan/Chase announced, but I doubt it. I did use the news …

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A few weeks ago I was frustrated. I blogged about it here. I was in ‘watch mode’. I get paid to invest and so the faster I can get my head clear the better. I read pitch decks (too many crypto startups in my inbox), took a lot of pitches and called a lot of …

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