Nancy’s Net Worth Live Updates!
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Trump Jurors
Disappointed to see immediate.trade and immediate.guru aren’t listed (yet) https://archive.ph/sPbK6#selection-2142.0-2148.0
Howard Marks on Clarity
Howard Marks is praised for his ability to make complex ideas simple and clear in his writing. Marks, who believes in the role of luck in his success as an investor, shares his approach to sharing his investing secrets through clear memos. He emphasizes the importance of clarity and simplicity in communication, using common language, connection with […]
“Fool Me Once…”
Interesting how opinions change when their candidate isn’t in office. Former White House adviser Jason Furman on inflation and interest rate hikes.
JPMORGAN Outlook Q2
Via their Q2 update: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets
Siegel is a Bull
Professor Jeremy Siegel expresses optimism about the economy’s strength, despite high interest rates. The Atlanta Fed’s revised GDP estimate for the first quarter surpassing 2% is an indicator of a healthier economy. While some sectors, such as tech, may be overvalued, the majority of the market is reasonably priced at around 17 times forward earnings. […]
Container Crash
Mike Brady from Ocean Liner Designs discusses the collision between a ship, MV Dali, and the Francis Scott Key Bridge in Baltimore, Maryland. The bridge, which is a steel truss bridge spanning over a kilometer, has a narrow entrance leading to the port, making safe navigation a critical issue. The MV Dali, a large cargo ship, altered […]
Lessons From the Best
Jack Schwager, author of “Market Wizards,” discusses his advice for aspiring traders in a series of YouTube interviews. He emphasizes the importance of risk management, setting stop losses, and being objective when making decisions to exit a trade. He also discusses Bruce Kovner, Michael Marcus, compares fundamental and technical trading, and indexes like the Magnificent […]
How Deep is the “Deep State”
The origins of the CIA can be traced back to the Office of Strategic Services (OSS) during World War II, which embraced unconventional tactics to maintain national security. After the war, concerns over resource allocation and civil liberties led to the dismantling of spy agencies. However, with the growing tensions between the United States and […]
REDDIT IPO: They like the stock.
Reddit moderator Courtney Saren, with over a decade of experience on the platform and an attorney by day, shares her reasons for not participating in Reddit’s Initial Public Offering (IPO) despite her long-term commitment. Saren values the community and friendships she’s built on Reddit but has had a strained relationship with the admins. Although there have […]
Ban ESG?
https://www.reuters.com/business/sustainable-business/biden-vetoes-resolution-block-labor-dept-rule-esg-investing-2023-03-20/ This article discusses President Biden using his first veto to preserve a recent Labor Department rule regarding environmental, social, and governance (ESG) funds in 401(k) retirement plans. The Biden rule rolled back a Trump-era rule that effectively barred employers from considering ESG funds for 401(k)s. The Biden rule clarifies that employers can consider workers’ […]
Everyday Inflation
Trump on Offense
Trump defends his proposal for a 10% tariff on imports from countries like China, India, and others. He argues that it would bring international trade back to the United States and save industries, such as steel, that have been negatively impacted by foreign competition. Trump believes that the tariffs would also give the US political […]