The FOMC’s decision to hike interest rates last week will look considerably more ridiculous
Joshua M Brown
How professional short sellers view the current markets
why shorting stocks is so hard, including the toll it can take on a trader’s mental health
The good news
Risk-off positions have to act risk-off or the whole concept is sabotaged.
Top.
I don’t make market calls very often like this, but I am pretty confident in this one.
SVB
If you’ve been around for awhile and this isn’t your first cycle, you will spend the coming period with a mindset alternating between fear and greed.
The Joke
Here at the dawn of the third act…
Berkshire Hathaway 2022 annual report
As a long-time shareholder of Berkshire, I am happy to receive and share this year’s letter
The trouble with Google
The stock market is closed today so I am directing your attention to this
The AI Bubble of 2023
“Every bubble has two components: an underlying trend that prevails in reality and a misconception relating to that trend.”
Gavin Spitzner is Future Proof
Goodbye, my friend.