Category: Stocks
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Tom Explains it All
Time is the best friend of a great business… and the worst enemy of a a crappy one.
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Seeing the Future
At the intersection of risk, tech, law, and progress.
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Peter Lynch
Know what you own: Lynch’s key to making money in stocks is understanding the company’s story and being able to explain it to an 11-year-old in under a minute. Write a script for each stock purchase, explaining why the company is undervalued or has a powerful story, and create a paper portfolio of 10 stocks to track over 1-2 years. Focus on fundamentals: Lynch’s success…
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High Averages
He highlights how optimism and psychological fluctuations can drive bubbles, with echoes of the late ’90s tech boom. While tech stocks are expensive, Howard doesn’t view them as the primary concern; it’s the high valuations of more average companies that are more alarming.
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Debate
Larry Summers critiques the current tariff strategies, comparing them to dangerous work with a sledgehammer on a sensitive global economic machine. He highlights that various tariffs remain in place, including significant structural ones, and discusses the potential economic damage estimated by market reactions, suggesting a loss of around $30 trillion. Summers warns that these tariffs…
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Will This Work???
“We’re also at a unique moment geopolitically, and I could see in the next few years that we are going to have to have some kind of a grand global economic reordering, something on the equivalent of a new Bretton Woods or if you want to go back like something back to the steel agreements…
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Pain…
BCA Research’s Peter Berezin says the worst is yet to come for stocks and he sees the S&P 500 falling to 4,450 by year-end. And he says that call may still be too bullish. He was one of the few to accurately predict a correction this year. Personally, I think he’s right and do not…
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What’s Going to Happen?
“Who knows what these polls even mean. No one even responds to them anymore.” Stanley Druckenmiller expresses his concerns about the Federal Reserve’s current monetary policy, drawing parallels to his 2021 opinion piece in The Wall Street Journal where he warned the Fed was “playing with fire” due to their commitment to forward guidance. Druckenmiller…
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Competition for Stocks
BlackRock and Citadel Securities, two financial heavyweights, have begun the process to create a new stock exchange in Texas. The Texas Stock Exchange directly challenges the dominance of the New York Stock Exchange (NYSE) and NASDAQ. The new exchange, located in Dallas, aims to have fewer restrictions on listed companies and offer a cheaper and easier…
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Best Performing Stocks of the past 5,10,15, & 20 yrs….