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"Nothing Changes Sentiment Like Price": Phil Bak Talks Cathie, Crypto Carnage & Congress
"I just wish the purists…that they had done a better job of self-policing the promoters and charlatans that have been out there the whole time.”
Quoth the Raven
May 16
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"Nothing Changes Sentiment Like Price": Phil Bak Talks Cathie, Crypto Carnage & Congress
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"CPI Is Not Peaking" And Even If It Were, Peaking Does Not Mean Rolling Over: Kenny Polcari
The 38 year market veteran offers up his take as to why investors shouldn't be kidding themselves about buying the market just yet.
Quoth the Raven
May 13
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"CPI Is Not Peaking" And Even If It Were, Peaking Does Not Mean Rolling Over: Kenny Polcari
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Overnight Crypto Carnage Into Thursday Morning
All eyes have been on the crypto universe over the last 48 hours. Here's an up to the minute account of what's new as you wake up Thursday.
Quoth the Raven
May 12
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Overnight Crypto Carnage Into Thursday Morning
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Charlie Munger Is Right: China Is Making The U.S. "Look Foolish" On Bitcoin
Months ago I wrote that China could be banning crypto to sidestep a global financial cataclysm. With crypto markets in turmoil & Charlie Munger sharing…
Quoth the Raven
May 11
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Charlie Munger Is Right: China Is Making The U.S. "Look Foolish" On Bitcoin
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Navigating The Shit Show: Buys After The Bell Today
(This is not a recommendation to buy any security. See full disclaimer at the bottom of this post.) Two notable names reported earnings after th…
Quoth the Raven
May 10
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Navigating The Shit Show: Buys After The Bell Today
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Meltdown Monday? The Perfect "Limit Down" Market Storm Continues
Watching futures on Sunday night, this article originally started as a reminder that even though markets are well off their highs, it still feel…
Quoth the Raven
May 9
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Meltdown Monday? The Perfect "Limit Down" Market Storm Continues
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Cathie Wood And The Definition Of Investing Insanity
Wood appears to be one of the only people in the industry - maybe even on Earth - that doesn’t understand the gravy train is fucking over.
Quoth the Raven
May 6
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Cathie Wood And The Definition Of Investing Insanity
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Two Signs The U.S. May Be Gearing Up For War?
This is going to be a short thread that should have been a series of Tweets today, but I thought I would take the time to write it out because I…
Quoth the Raven
May 6
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Two Signs The U.S. May Be Gearing Up For War?
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Democrats’ Roe v. Wade “Silver Bullet” Could Backfire Heading Into November Elections
It is now a matter of whether or not this leak throws enough kerosene back on the left’s fire to keep the flames of outrage and discontent ablaze until…
Quoth the Raven
May 5
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Democrats’ Roe v. Wade “Silver Bullet” Could Backfire Heading Into November Elections
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Russia Is Returning To The Gold Standard And China Is Going To Be Next
The most profound seismic shift in the global monetary bedrock in decades is happening right before our eyes, and no one seems to notice or care…
Quoth the Raven
May 3
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Russia Is Returning To The Gold Standard And China Is Going To Be Next
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"Tesla Is Netflix" And "This Stock Market Is Going Much Lower": Mark Spiegel
Mark returned 20.2% in April versus the S&P plunging 8.7%. His April 2022 investor letter updates his outlook on the market.
Quoth the Raven
May 2
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"Tesla Is Netflix" And "This Stock Market Is Going Much Lower": Mark Spiegel
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More Than A Dozen Food Processing Plants Mysteriously Burn Down As World Faces Commodity Shortages: Conspiracy Or Coincidence?
In the midst of unprecedented inflation, skyrocketing commodity prices and projected food shortages and supply chain issues arising as a result …
Quoth the Raven
Apr 29
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More Than A Dozen Food Processing Plants Mysteriously Burn Down As World Faces Commodity Shortages: Conspiracy Or Coincidence?
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