In his book Small Giants: Companies That Choose To Be Great Instead of Big (2005), Bo Burlingham has written a book about the possibilities of business. When we talk about business, we usually talk about the large corporations that dominate…
January 3, 2026 It takes a man a long time to learn all the lessons of all his mistakes – Jesse Livermore The test of a first rate intelligence is the ability to hold two opposing ideas in mind at…
2021 was a year that will be long-remembered for retail investors’ flash-mobbing of “meme stocks” thanks to social media sites like Reddit and online trading platforms like Robinhood. The rocket ship emojis and popular trends that included trading in non-fungible…
Up until this point, we have experienced what I have termed a “stealth bear market”. That is, many of the important but not leading stocks have been beaten down. For example, as Willie Delwiche tweeted yesterday in the chart above,…
It is late in game but Big Tech is showing incredible resilience and has not rolled over. Until it does, the indexes will continue to grind higher, masking the weakness beneath the surface in smaller and lesser known stocks that…
It was exactly a week ago (Thu 10/14) that the futures were ramping up for what turned out to be a character changing day. Over the weekend, Callum Thomas posted the above chart on seasonality in his widely followed “Chart…
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