The Big 5 Archive
The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
October 14, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Government, History, Howard Marks, Inflation, Interest Rates, Macro Economics, Market Commentary, Short Selling, Stocks, The Big 5
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 · Comments Off on The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
August 2, 2020 · Category: Fundamental Analysis, Market Commentary, Sentiment Analysis, Short Selling, The Big 5, Top Gun Financial Planning
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 · Comments Off on A Tale of Two Stock Markets – The Internet Economy Versus The Real World Economy