One thing you learn pretty quickly in markets is that you can’t trust much. Wall Street analysts build careers being wrong. Economists somehow manage to be worse. Journalists aren’t even trying to get it right. They’re trying to tell stories.…
It’s funny the things you catch yourself saying out loud. Most investors spend their entire lives chasing income. Dividends, yields, monthly checks. That’s the goal. Not me. You can keep your dividends. I don’t even want them. I’m here for…
If you know anything about me by now, it’s how I feel about the end of the month. Not because of the calendar or some arbitrary reset. Because markets move in trends. Not opinions, not narratives. Price trends. And if…
If you know football at all, you’ve seen it. Big games don’t always come down to the stars on offense or defense. Sometimes it’s a return, a blocked kick, a mistake on special teams that flips everything. That one play…
This whole idea that “it’s a stock picker’s market” has always made me laugh. As opposed to what exactly? When was it ever not a stock picker’s market? We’re not trading one thing. We’re dealing with a market made up…
Someone, somewhere a long time ago told people the goal is to “buy low and sell high.” Sounds great. Also sounds like a good way to spend your life guessing. Because think about what that actually requires. To buy low,…
There are only a few days left in the month, and before you know it we’ll be in May. The kids will be out of school, and summer is in the air. This is as good a time as any…
This is how I get perspective… Maybe even to a fault. I don’t even know. Someone I respect a lot told me recently that he doesn’t look at market cap at all. Not even a little. It almost broke my…
One of the biggest ETF launches in history just hit the tape. Over a billion dollars pouring in. Headlines everywhere. People scrambling to explain why this is the next big thing. And I’m sitting there thinking: What the hell is…
We just watched a major country’s stock market crash. And almost no one noticed. South Korea’s Kospi 200 fell 20% in two days last month. That kind of move usually dominates headlines. This time it barely registered. Now, just weeks…
I pulled the trigger yesterday and bought one of the worst cryptocurrencies of all time. Everybody seems to hate this name. They hate the founder. They hate the whole thing. It’s down more than 90% from its peak in 2021.…
For over a decade I lived in New York City, which means I went out a lot and ate very well. It’s hard not to. Throughout my 20s, clients and colleagues would take me out to incredible restaurants. My dinners…
