Archive for December 2020

Economic Growth, QE Infinity and The Great Disconnect

December 31, 2020  ·  Category: Ayn Rand, Books, Economics, Everything Bubble, Federal Reserve, Instagram
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AAPL Is Worth ~$54

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Investors Are All In With A Weak Hand

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China’s BABA Antitrust Case, The New Cold War, Yuan Appreciating, FANMAG Not Confirming New Market Highs, Cathie Wood: The New Warren Buffett

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The Most Overvalued Market In History, Mutual Fund Cash & Insider Buying, Inside Tuesday, KMX Earnings

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Timing The Top, Shorts Are Different From Longs, TSLA, GS JPM BAC Breaking Out

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As Bullish As Bullish Gets, The Philosophical Foundation of Contrarianism & How It Applies Now, Case Study in Overvaluation: NKE

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“The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem

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The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffet at Sun Valley (July 1999), FDX Earnings

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The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity

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