Main Street Investors Are Turning The Tables On Wall Street’s Pros

ClearList Sustainability Linked Bonds HILC Investing SPACs unpredictable markets nasdaq Blast higher svn capital Stock Investing 1996 2021 Recovery PanAgora ESG Risk Free Rate Market Top First American Financial Inevitable Emotions

My uncle would tell a story of his investment in McDonalds in the early 1970’s.  He was blue collar worker with no experience or understanding of the markets. He talked about taking his family to the local McDonalds for the first time and the physical experience he had.  The smell of the food, the cost, the taste […]

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3 And A Half Insights From Charlie Munger At The 2021 Daily Journal Annual Meeting

2021 Daily Journal Annual Meeting Munger Investing Insights Climate Change Charlie Munger Caltech bag of tricks Fundamental Algorithm Wise Pilot Learned Charlie Munger Become A Millionaire Untested Ideas fundamental algorithm incentives Top 10 oldest billionaires in the world

Charlie Munger answered questions for two hours today at the 2021 Daily Journal Annual Meeting. The topics ranged from the current investing environment to worldly wisdom, and there was something to learn for everyone. Three insights stood out in particular: Q4 2020 hedge fund letters, conferences and more Insights From Charlie Munger At The 2021 […]

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Why Tech Is Giving Me Jeepers – Watch Out, Gold

Tech Gold

Powell testimony is over, with markets rejoicing the promise of still accomodative Fed. Value keeps surging over growth, and regardless of yesterday‘s great performance, tech stocks have a vulnerable feel to it – semiconductors lead higher, fine, but communications didn‘t confirm, and the healthcare-biotech dynamic isn‘t painting an outperformance picture either. Real estate isn‘t taking […]

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Silver, When Everything Fits

SIlver Fits

Rarely do you find a liquid market that trades clean, is in a trend, and has a fundamental story that supports long-term direction. In market participation, just one element being tricky can destroy your profitability. We find that not only have these last eleven months be marvelous to trade Silver but foresee years of a […]

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Bitcoin Bounces Back

Bitcoin Anatoly Karlin

Bitcoin “Rainbow” Price chart shared by Anatoly Karlin this week. Q4 2020 hedge fund letters, conferences and more Anatoly Karlin’s Bitcoin Prediction Before the crypto correction on Monday, we wrote about how a future Bitcoin crash could lead to a market crash (How The Next Crash Happens). Basically, a lot of publicly traded companies add […]

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