IN THIS ISSUE

1. Mind the Gap

ONE MORE THING...

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

ONE MORE THING...

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

IN THIS ISSUE

1. In 2023, pessimism was expensive (again)

ONE MORE THING...

John Henry knows better - Inflation’s tailwind - The Gas Station - PlayStation Indictor

IN THIS ISSUE

1. More investment managers should run marathons

ONE MORE THING...

Why market timing doesn’t work - It pays to wait

IN THIS ISSUE

1. Was it a good decision?

ONE MORE THING...

Law of Large Numbers Tweet Warnings - “Short and Distort” vs. “Meme Stock Mania”

IN THIS ISSUE

1. Pop-Quiz: Charting

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Law of Large Numbers Tweet Warnings - “Short and Distort” vs. “Meme Stock Mania”

IN THIS ISSUE

1. Buying the spike

ONE MORE THING...

NFT: No Friggin’ Thanks - No, he’s not drunk

IN THIS ISSUE

1. How to underperform

ONE MORE THING...

The meme stocks are back… - The use of transitory has not *entirely* been transitory - When regulation is good

IN THIS ISSUE

1. Questions about AI in investment management

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Market timing is hard - “Don’t fight the Fed. Unless…” - “I don’t know that he has any real friends”

IN THIS ISSUE

1. Confidence, Uncertainty, and Pigeons

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The Debt Ceiling is really stupid - “Never bet against America”

IN THIS ISSUE

1. Chasing artificial performance

2. Indicators: Leading or Lagging?

ONE MORE THING...

A great quote

IN THIS ISSUE

1. Suddenly Volatile Balances (SVB)

2. Discounting noise

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TARA, TAPAS, and TIARA - Be ‘business pickers’, not ‘stock pickers’ - We’ve heard this one before

IN THIS ISSUE

1. Inflation Expectations

2. ChatGPT learns from financial advisors

ONE MORE THING...

Hedge funds *should* like bear markets - Does shorting “work”?

IN THIS ISSUE

1. Update: Go to cash for the next 7 years?

2. Buffett vs Seides version 1.5

ONE MORE THING...

Indexing and the World Cup - ARK had a rough year - Forecasting is hard - The 5 worst days - Kiyosaki is at it again - Game Theory can earn you free flights