December 12, 2024 | Risk
Now… I am worried about the stock market. When I was in NYC, I was in the office of one of my hedge fund subscribers, and he comes in and says, “Doesn’t it feel as though something really bad is going to happen?
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December 5, 2024 | Investing
Let me tell you about my investment process: I trade whatever the hell I want to trade whenever I feel like it.
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November 21, 2024 | Sentiment
Stocks had a bad day last Friday. It’s tough to generalize based on one day of price action in the stock market, but it looks like reality is setting in.
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November 14, 2024 | Sentiment
Trump won, Republicans swept, and half the country is deliriously happy. Not that I don’t get it—I’m all for a pro-growth explosion of economic activity.
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November 7, 2024 | Risk
I famously wrote in a Substack essay that I don’t vote. You can google it if you want; I’m not going to link to it because it has salty language.
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October 31, 2024 | Investing
In January 2000, I decided to short some dumb internet stocks. That was going fine until the Fed did a surprise rate cut, at which point those trades went up an uncomfortable orifice.
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