WM 4 April 2024
Quotes
Lessons & Thoughts
Habits
Hormones
Paradoxes
Roots
Connections
A tale of success in the stock market
nothing ventured, nothing gained
Top performing employees
Ikigai
Vantage points
7 signs of ethical collapse
Due Diligence
Financial analysts
EI
Mastering body language
Prices
Bubbles
A framework
Quality growth
Livermore's dos and donts
Trend following
Correlation trading
Volatility contraction pattern
How to spot a top?
Value investing
Not sad, gay
Are the poors more corrupt or is corruption a source of poverty?
How to more equal, levelling down or lifting up?
Can you see it?
Medallion
So many great books to read, so little time
Macro news
Money
GDP
Jobs
Inflation
Yield curve & asset allocation
Wealth
Valuation
SPX
SPX perf in 3 months
Nasdad Hindenburg omens
SPX drawdowns
McLellan Summation
24 months cycle
41 months cycle
Sentiment
Positioning
Analogs
Weeks positive
Generational bulls
ETF leveraged longs vs shorts
Equal weight
Valuation
Insiders selling
Greed vs Fear
Other sentiment
Year of the dragon
VIX
Commodities
Oil = falling supply + geopolitical risks
Freight
If you can't buy Chilean lithium mines where do you go?
Dr Copper I presume?
Themes, Sectors & Corporate news
Time for a change of leadership
Defensive vs Cyclicals
Nvidia
Leaders
Semi con
Cloud computing
Concerns about big tech?
No growth and Yet...
Infrastructure
Family owned co's outperform on aggregate
Stellantis vs Tesla
EM & UK cheap
China vs India the next trade?
China bear vs India bull. China will dominate autos. India will lose out due to AI.
Have you got Oil? Here is the US for you.
Spotify has a new CFO. I know him and he is very good
Luxury goods
EM
Restaurants
Best stocks over the last 30 years
Biotech bubble
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