When The Highflyers Start Going To Jail, The Party Is Over
What the arrest of my friend, an extravagant, big-spending real estate broker, has to do with the next big financial crisis.
bubbles
Dog With Apple… P’nut (the squirrel)… CHILLGUY
The finance-industrial complex is not happy about memecoins. Or more to the point, that 18 year-old kids are minting small, and not-so-small, fortunes by speculating on worthless assets. In today’s Daily Journal, we discuss what this means under a Trump administration.
Be Fearful When Others Are Greedy
Warren Buffett is famous for saying that it is wise for investors to be fearful when others are greedy and to be greedy only when others are fearful. Porter shares an example of one trader whose actions make it easy to recognize where we are now in regards to those extremes.
Market Manias Can Make Fools of Us All
While the overall market continues to ride higher, there are signs beneath the surface that suggest things could begin to turn. Taking lessons from a legendary investor, we look at how to avoid getting caught up in the exuberance.
Where Are They Now?
An investment fad is a short-term financial trend that quickly gains popularity and interest among investors – but typically lacks long-term viability or strong underlying fundamentals. Let’s look at several prominent fads of the last decade and see what they reveal about today’s investment fads.
How to Escape The “Winner’s Curse”
Betting on perfection is a fool’s errand in any environment. It’s particularly risky today as the economy teeters on the edge of recession and a looming debt crisis. Fortunately, the bubble in AI and tech stocks is setting up a tremendous opportunity elsewhere.
The SVB Crash Was Just The First Domino
In light of the past week’s extraordinary market events, we’re releasing this “state of the markets” briefing.
Here’s Why No One Will Ever Be Able to Stop Inflation Again
Current Fed Chairman Jerome Powell wants to put an end to inflation. Unfortunately – for Powell, for markets, and for investors – it appears increasingly unlikely that he’ll get his wish.
Coming Soon: The Boeing Collapse
One of many casualties of the coming corporate debt implosion.
What A Death-Row Turkey Tells Us About Black Swans
By Special Arrangement: A Look Inside A Market Classic Editor’s Note: We hope you’re having a wonderful holiday with your family and friends, with thoughts about interest rates, debt and inflation fading into the night like the peals of Santa’s bells and the smoke of New Year’s fireworks. While we’re also getting into the eggnog,