There is a lot of muttering about how once ARK Innovation’s ETF starts getting redemptions, the illiquid holdings will implode. In some cases, ARK Innovation holds a very high part of the free float. This will test Prof Plum’s thesis that once passive funds …
read moreMark E. Jeftovic has written a piece called Deconstructing “Wokethink” in which he tries to persuade us to guard against ten cognitive biases that lead us astray. He’s jotted them down on a handy card, but really you should read the whole article. He has targetted “wokethink,” but …
read moreMichael Burry is expecting hyperinflation, and therefore likes commodities, and uranium especially.
read morePeople say I didn't warn last time. I did, but no one listened. So I warn this time. And still, no one listens. But I will have proof I warned.
— Cassandra …
We all need somewhere to live. Homes are both a necessity, and a luxury good. A house is like a loaf of bread, we must have somewhere to rest our weary head, even if it’s a tent under a flyover. Like art or opera tickets, a house …
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Kim Kardardashian has filed for divorce. I’m not sure who she is, but Twitter seems …
read moreThe new Bear Cave newsletter (#53) is out. It has picked up that the ARK ETF(s) may implode.
Other bearish tickers:
read more1/ Why are there so many SPACs?
Answer 1: Great economics for sponsor (average of 20% of money raised upon deSPAC / merging with a target, Eg $400M …
Stocks, like individuals, have character and personality. Some are high-strung, nervous, and jumpy: others are forthright, direct, logical. One comes to know and respect individual securities. Their action is predictable under varying sets of conditions.
Markets never stand still. They are very dull at …
read moreThe game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the man of inferior emotional balance, nor for the get-rich-quick adventurer. They will die poor.
Over a long period of years …
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