IN THIS ISSUE

1. UPDATE: Pessimism is costly

ONE MORE THING...

If it was easy…

IN THIS ISSUE

1. Which party is better for stocks?

ONE MORE THING...

Elon or Warren? - Pseudo-passive indexing - Yes, valuations are high - Fartcoins. Seriously.

IN THIS ISSUE

1. President-Elect Trump

ONE MORE THING...

Public service announcement - This is what performance-chasing looks like - Markets are broken… so is traditional active management - Seriously? - Be patient

IN THIS ISSUE

1. All polls are wrong, but some are useful

ONE MORE THING...

Risk management for a life portfolio - Flight attendants, prepare for a soft landing

IN THIS ISSUE

1. Be investor-friendly

ONE MORE THING...

There's a Robot Warren Buffet ETF

IN THIS ISSUE

1. Mind the Gap

ONE MORE THING...

Do valuations still matter? - Contradiction! - Warren Buffett's selling concerns investors

IN THIS ISSUE

1. Upsets happen

ONE MORE THING...

Leading or lagging?

IN THIS ISSUE

1. Game On

ONE MORE THING...

Recession is coming. Or is it?

IN THIS ISSUE

1. Dead as a hedge fund

ONE MORE THING...

Lucky vs. Repeatable - Ted Seides wishes he met Dave Ramsey

IN THIS ISSUE

1. Remembering AIEQ

2. Remembering Munger and Kahneman

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Nonsensical valuation - Hindsight bias

IN THIS ISSUE

1. Insuring Aaron Rodgers

2. RIP Daniel Kahneman

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This is not news anymore

IN THIS ISSUE

1. Likelyhoods in the Super Bowl

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Is good news actually good news again? - Psychological shorts don’t pay the bills - Shorting is still a tough way to make a buck - Even Warren Buffett

IN THIS ISSUE

1. UPDATE: Go to Cash for 7 year… ooof

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Market forecasting is hard - Short pain - Active vs Passive

IN THIS ISSUE

1. In 2023, pessimism was expensive (again)

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John Henry knows better - Inflation’s tailwind - The Gas Station - PlayStation Indictor

IN THIS ISSUE

1. More investment managers should run marathons

ONE MORE THING...

Why market timing doesn’t work - It pays to wait

IN THIS ISSUE

1. Was it a good decision?

ONE MORE THING...

Law of Large Numbers Tweet Warnings - “Short and Distort” vs. “Meme Stock Mania”

IN THIS ISSUE

1. Pop-Quiz: Charting

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Law of Large Numbers Tweet Warnings - “Short and Distort” vs. “Meme Stock Mania”

IN THIS ISSUE

1. Buying the spike

ONE MORE THING...

NFT: No Friggin’ Thanks - No, he’s not drunk

IN THIS ISSUE

1. How to underperform

ONE MORE THING...

The meme stocks are back… - The use of transitory has not *entirely* been transitory - When regulation is good

IN THIS ISSUE

1. Questions about AI in investment management

ONE MORE THING...

Market timing is hard - “Don’t fight the Fed. Unless…” - “I don’t know that he has any real friends”