Burry Finds Twitter, Japanese Net-Nets and How To Invest in Distress
We made it past Q1 2020. Are you still alive? Times like these remind us that one thing (truly) matters: Staying Alive. Outsized returns are nice, of course. But what really matters is not losing your money. If you can keep some poker chips with you, you’ll always have a seat at the table. That’s […]
Time To Start Reloading Shorts?
The bear market bounce that I said was odds on two weeks ago in “Bulls Fighting to Save March” has happened. The SPX has jumped 25% off its 3/23 low. The question now is whether the bounce is: only getting started, midway, or run its course? Since we don’t yet have a crystal ball, we […]