“The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem
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Author : Top Gun Financial Planning
The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffet at Sun Valley (July 1999), FDX Earnings
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The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity
Stocks have reached what looks like a permanently high plateau – Economist Irving Fisher, October 1929 Men think in herds; they go mad in herds...
Analyzing Tuesday, Russell Performance After +95% After 52 Week Low, Fund Manager Cash Hits 4% (BofA), Mega Caps Lagging
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The Bull Case, Case Study In Mania: DIS, Clissold Twitter Thread, Hedge Fund FOMO
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Shades of 1999, Kids Drawing Lines
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Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings
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The Triumph of Liquidity Over Fundamentals, Rising Interest Rates: Bullish or Bearish?, AZO & CHWY Earnings
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ATHs for Everything, Vaccine Logistics, The Shorting Opportunity of a Lifetime
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Market Commentary, KR DOCU & ULTA Earnings, The $ Is Breaking Down
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