Shades of 1999
In a must watch interview on CNBC’s Squawk Box Tuesday morning, legendary investor Paul Tudor Jones compared the current environment to 1999. PTJ is a trader and his primary reason for saying so is “flows”. What he means by that…
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The Roots Of My Bibliomania
My poor Mother. I moved to Davis on Wednesday and sent her an additional 12 boxes of books to store at her home. That’s on top of the thousands of my books already there. My books are all over her…
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Three Books That Changed My Life
How many a man has dated a new era in his life from the reading of a book – Thoreau, Walden It usually begins with Ayn Rand. I was an aimless and unhappy college freshman at UC San Diego when…
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Economic Growth, QE Infinity and The Great Disconnect
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Timing The Top, Shorts Are Different From Longs, TSLA, GS JPM BAC Breaking Out
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The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings
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The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity
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Minervini on Tops and Selling, The Indexes Are Topping, Adding SPG & XOP to the Year End Trade
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WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short
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The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini
Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d like to be added to…
