The Big 5 Archive

The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings

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 ...
Posted by Greg Feirman  ·  No Comments »

A Tale of Two Stock Markets – The Internet Economy Versus The Real World Economy

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 ...
Posted by Greg Feirman  ·  No Comments »