It’s Time To Short Salesforce.com [DIRTY DOZEN]
It’s Time To Short Salesforce.com [DIRTY DOZEN]
“Remember this: When you are doing nothing, those speculators who feel they must trade day in and day out, are…
“Remember this: When you are doing nothing, those speculators who feel they must trade day in and day out, are…
“Bullishness is born as hope in the midst of despair. Hope swells to confidence and confidence swells to euphoria, and…
Remember these headlines from a few months ago? This was the consensus hot-take following the March 23rd bottom in the…
“What winning traders share, however, is that they all understand that losing is part of the game, and they all…
“There are decades where nothing happens… there are weeks where decades happen… and then there’s 2020 where just a…
We’re cognitively wired to latch onto single or binary outcomes when thinking about the future. Reality is much messier than…
“Incorporating percentages or ranges of alternatives into the expression of our beliefs means that our personal narrative no longer hinges…
“Soros saw no point in knowing everything about a few stocks in the hope of anticipating small moves; the game…
“Around here there are three kinds of investors. Growthies, guys who love growth stocks, don’t care about valuations, and only…
Some narratives are contagious because they seem to offer a confirming fact. We can say with some accuracy that most…