Get Off The Crypto Hamster Wheel!
“Don’t outthink yourself.”
The Roadblocks Facing Roblox (RBLX)
“Roblox is going to suffer from the same problem. Currently, most of the user base is young. The company naturally wants to build on that – but most adults don’t want to be in a virtual space that bans romance, politics, or edgy banter.”
Sweetgreen (SG): Make Time Your Ally On IPOs
“The best way to approach IPOs may simply be to ignore them altogether. Give it time. Wait to see the way things shake out. Unless you can practically guarantee you will be able to buy at the opening price, there’s no reason to succumb to what is essentially a glorified public relations event.”
Investing In Confrontation
“What is at stake is nothing less than the way modern states will be organized.”
Inflation Is More Than “Transitory”
“In other words, they want us to trust them. To which I can only respond – why?”
RIVN IPO Highlights TSLA Competitors
“TSLA will also face smaller EV companies that could confront the giant. Let’s examine a few here, as we seek to take a chunk of this rapidly expanding market.”
The New Winter War
“The Biden Administration is currently lobbying OPEC+ (which includes Russia) to provide more oil. Europe of course is begging for more natural gas. President Biden lambasted China and Russia for not sending their heads of state to the climate change summit – but given who has the leverage, why should they?”
Is An Infrastructure Bill What’s Really On The Ballot Today?
“Investors have already priced in this bill and won’t welcome yet more delays and uncertainty.”
Charting The Meme Wars: SHIB Vs. DOGE
“It was a battle of memes. It was also something deeper.”
Political Trading And Meme Trading
“There’s also one pattern that I’m seeing repeatedly. When a “meme stock” takes off, it may retreat later… but it usually finds support at a much higher level than where it began.”