Good Monday morning everyone. Monday’s mean ‘Momentum Monday’ and while it has not been fun to be ‘Howie’ in a market that hates growth since December , the show must go on. Also, being Howie is relative and my heart goes out to the people of Ukraine suffering while I surf the internet. I am …

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Happy Sunday. It was a historical week as Russia invaded Ukraine. The tech public markets have been wrecked also tried to find a bottom. General Stanley McChrystal gave an interview on Ukraine risk that I thought was worth sharing. Thanks Pete for sharing. As for stocks, the tech bear market is likely a return to …

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Good morning everyone. I have never listened to a long Charlie Munger Q&A but I just did. I blame my age. But…it was pretty, pretty, pretty good. Charlie has been talking about ‘wretched excess’ a lot over the years and he is right. He is worried about how ‘money printing’ has always ended with inflation …

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I have never been to Russia. My first memory of Russia was ‘The Goal Of The Century‘ by Paul Henderson and being 7 years old in grade 2 screaming with joy with my fellow classmates. The other night when Russia invaded Ukraine I pinged Rob at Koyfin who has family there and asked if they …

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Panic with Friends – Investing for Profit and Joy Good morning everyone. When I taped today’s Panic podcast last week I had a sense a panic was at hand. Last night Russia invaded Ukraine and so the panic should rapidly unfold in the days and weeks ahead. We are experiencing the first panic since March …

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Ellen and I watched the Carl Icahn documentary on HBO and we enjoyed it. I have not been a fan of Carl over the years on the blog (easy to go search), but now that I see him as an old man in context of all the work, I almost like him. Two of my …

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I am fascinated by the Trump SPAC Digital World Acquisition $DWAC. Everything physical Trump (casino, football team, airline, water, steaks, Presidency) ends with a horrific loss, lawsuits, turncoats and a lot of zero’s. Unlike Trump physical things that disappear, this digital thing he has attached himself too will not go away. Sure there will be …

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As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it out. Good morning. It …

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Good morning everyone. I had a great ride yesterday and have a long morning ride with my regular Sunday group this morning. The weather in Phoenix continues to be perfect. There was no winter. In a couple weeks I head on the road for most of April and May. I am calling it the cycling …

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One Month ago I wrote ‘The End of Fomo‘. The gist: The last twelve to 18 months was a FOMO era. They will say that inflation and interest rates killed this great market run, but as someone watching and writing about investing every day here I knew it was going to be supply. Supply is …

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