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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 add you to my AWeber…
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 add you to my AWeber…
Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday’s memo, “Coming Into Focus” (https://www.oaktreecapital.com/docs/default-source/memos/coming-into-focus.pdf), was one…
We are, and have been, in a secular shift away from physical living towards online. I recently read a tweet that said COVID-19 has massively accelerated this trend. Earnings reports from the last couple of weeks have borne this out….
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Fascinating post by BeSpoke Investment Group on yesterday’s late day rally (“Shorts Running From SEC?”, BeSpoke Investment Group, August 6). It was led by the most highly shorted stocks after the SEC announced it was charging two firms with illegal…