Cash is Still King
You don’t have a loss until you sell. I am reminded of that during the current tech wreck. I have ...
Read moreYou don’t have a loss until you sell. I am reminded of that during the current tech wreck. I have ...
Read more“The limits to the streaming market are time and, to a lesser extent, money,”
Read moreBuy stock in companies that know what they’re doing and turn off the TV. Let time be your ally.
Read moreProductivity and efficiency, driven by Moore’s Law, will answer today’s economic problems. Then we can get back to the political ...
Read moreWe’re not seeing a crash, but a correction in real assets.
Read moreThere’s too much money running around looking for assets. When money decides to go to work, this means some asset ...
Read moreTraders should buy Nvidia. Investors should buy Intel. But you are unlikely to read that anywhere else in the financial ...
Read moreAssholes like Portnoy are going to run this game on their followers again-and-again until the suckers get wise.
Read moreExpect a bear market in speculative names as people adjust to reality. Put your money on what will be in ...
Read moreCloud stocks are valuable, but they’re not worth what people are paying for them. Fundamentally, even the shares of fast-growing ...
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