Philosophy Archive

The Bull Case, Case Study In Mania: DIS, Clissold Twitter Thread, Hedge Fund FOMO

Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will ...
Posted by Greg Feirman  ·  Comments Off on The Bull Case, Case Study In Mania: DIS, Clissold Twitter Thread, Hedge Fund FOMO

Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings

Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will ...
Posted by Greg Feirman  ·  Comments Off on Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings

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 ...
Posted by Greg Feirman  ·  Comments Off on The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini

Understanding The Consensus View And Why It’s Wrong

The consensus view is that this crisis is all about the coronavirus. Once the coronavirus is contained, markets will bottom, if they haven't already, and we'll rally into year end, eventually making new highs as ...
Posted by Greg Feirman  ·  Comments Off on Understanding The Consensus View And Why It’s Wrong