2022: A Year in Review and the Launch of a New Website
Happy New Year. 2022 was a challenging year for many market participants and also challenging on the personal front for some people I know. It
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January 3, 2023
Happy New Year. 2022 was a challenging year for many market participants and also challenging on the personal front for some people I know. It
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Happy New Year and welcome to edition 653 of Insider Weekends. To start the new year, I decided to take a slightly different approach to
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2022 was a challenging year. With few exceptions, most assets classes declined as three bubbles including tech growth stocks, real estate and cryptocurrencies, simultaneously deflated.
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We started the year discussing a basket of “Broken Growth” stocks that had declined anywhere from 50% to 70% from their peaks and looking at
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A key takeaway for me from the book Dead Companies Walking that I reviewed last month was hedge fund manager Scott Fearon’s approach to short selling.
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A friend recently recommended that I check out a book called Dead Companies Walking by Scott Fearon and Jesse Powell. He recommended the book as much
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Investors that use the merger arbitrage strategy are well aware that their average odds of success are around 95%. An announced deal with a merger
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The St. Louis Fed’s website FRED is a treasure trove of data and tools for the data curious. If you want to pull back the
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Several years ago I had a checking account that paid 4% interest on the money I had in that account. To get that rate, I
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When Adobe (ADBE) announced the $20 billion acquisition of Figma last week, investors were wildly disappointed. That disappointment cost Adobe $35 billion in market cap
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In fiscal 2021 ended June 30, 2021, Yale’s massive endowment generated $12.1 billion in investment gains. The size of these gains was only trumped by
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In our last article discussing the huge impact of inflation on your retirement plan I wrote, When playing with the inputs that go into our What’s Your
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