Bear market in Dumb Stuff
It won’t surprise you that we have no software names in the portfolio. We spent the last week looking at the carnage on our screens, without really participating. For once, value stocks were not dragged into a broad market selloff and we have to admit, it feels kind of good. We don’t have a strong…
February 08, 2026, Vol. 261
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A Boomers Perspective
We are going to start by beating a dead horse here as breadth continues to deteriorate… https://x.com/sentimentrader There are times to be long, and times to step away. We’re in the process of stepping away, continuing our harvest… Since the stock market has become an AI market, (NVDA and not much else—anyone even remember SMCI??)…
June 9, 2024, Vol. 180
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