The 10th Man, October 2015
October 29, 2015
Back when I was in business school, the PC manufacturers were go-go football stocks. Bull market, dude.
October 22, 2015
First, a shameless plug. Please follow me on Twitter.
October 15, 2015
As I write this, I am watching the Mets play the Dodgers and not watching the Democratic debate. I can catch the highlights on Twitter. I am half expecting someone to propose a tax rate of over 100%.
October 8, 2015
I was going to give you this big macro rundown of what happened since the payroll number, but I changed my mind. Anybody can give you the play-by-play. Let’s talk about it in the context of true contrarian investing.
October 1, 2015
This is a pickle wrapped in a conundrum surrounded by a puzzle, or something like that. The Fed declined to hike rates, which everyone thought was bullish, and then stocks got on the vomit comet. They’ve been going down on an elevator ever since.