Sign Up
Log In
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Month: January 2021

The Yet Another Value "Empire" in 2021: The podcast

Posted On January 5, 2021
Yesterday, I posted my "state of the markets" for 2021. The summary was that, while I see several pockets of excess / exuberance, I see plenty of dislocations and opportunities. Towards the end of the post, I mentioned that I wanted to spend some time navel-gazing about how I wanted to evolve the Yet Another […]

My State of The Markets 2021: Speculative Excess and Opportunity Everywhere

Posted On January 4, 2021
In 2000, the tech bubble collapsed. The next 2.5 years were a disaster for stocks in general; the S&P 500 shed about half its value and the Nasdaq dropped even more. But it was a super fertile time for value investors; sectors that had been left for dead saw huge increases as speculative money dried […]
  • Join the Mailing List

    Enter your email address to subscribe to this blog and receive notifications of new posts by email.
  • Categories

  • Archives