IN THIS ISSUE

1. Winner’s Game or Loser’s Game?

2. Hikaru and TipRanks

ONE MORE THING...

Inflation is rising - Capable Assistant or Stock Picker? - Icahn’s shorts

IN THIS ISSUE

1. Scratch the itch

ONE MORE THING...

Stocks look pricey - Don’t hire a hedge fund billionaire - Buffett and Belfort agree

IN THIS ISSUE

1. Focus LESS on the negative?!!

ONE MORE THING...

Cathie Wood hit four home runs - Playing defense is losing - Novice indexers vs Novice stock-pickers

IN THIS ISSUE

1. My son likes Trump’s tariffs

ONE MORE THING...

Learn from Dorsey?

IN THIS ISSUE

1. Trump’s political rhetoric meets reality

ONE MORE THING...

No cellphones at the Masters - That’s not how Boards work - The Dollar - watch this space

IN THIS ISSUE

1. Are these tariffs legal?

ONE MORE THING...

How about those Likelyhoods? - Money supply - Keep it simple - Read a poem

IN THIS ISSUE

1. Complacency kills

ONE MORE THING...

Coincidental history - Bitcoin trash - Leveraged consumption

IN THIS ISSUE

1. UPDATE: Pessimism is costly

ONE MORE THING...

If it was easy…

IN THIS ISSUE

1. Which party is better for stocks?

ONE MORE THING...

Elon or Warren? - Pseudo-passive indexing - Yes, valuations are high - Fartcoins. Seriously.

IN THIS ISSUE

1. President-Elect Trump

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Public service announcement - This is what performance-chasing looks like - Markets are broken… so is traditional active management - Seriously? - Be patient

IN THIS ISSUE

1. All polls are wrong, but some are useful

ONE MORE THING...

Risk management for a life portfolio - Flight attendants, prepare for a soft landing

IN THIS ISSUE

1. Be investor-friendly

ONE MORE THING...

There's a Robot Warren Buffet ETF

IN THIS ISSUE

1. Mind the Gap

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Do valuations still matter? - Contradiction! - Warren Buffett's selling concerns investors

IN THIS ISSUE

1. Upsets happen

ONE MORE THING...

Leading or lagging?

IN THIS ISSUE

1. Game On

ONE MORE THING...

Recession is coming. Or is it?

IN THIS ISSUE

1. Dead as a hedge fund

ONE MORE THING...

Lucky vs. Repeatable - Ted Seides wishes he met Dave Ramsey

IN THIS ISSUE

1. Remembering AIEQ

2. Remembering Munger and Kahneman

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Nonsensical valuation - Hindsight bias

IN THIS ISSUE

1. Insuring Aaron Rodgers

2. RIP Daniel Kahneman

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This is not news anymore

IN THIS ISSUE

1. Likelyhoods in the Super Bowl

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Is good news actually good news again? - Psychological shorts don’t pay the bills - Shorting is still a tough way to make a buck - Even Warren Buffett

IN THIS ISSUE

1. UPDATE: Go to Cash for 7 year… ooof

ONE MORE THING...

Market forecasting is hard - Short pain - Active vs Passive