Monthly Archives: October, 2020
Why You Should Listen to These Wise Men in Times Like These
I recently received this message from a client:
EJ, it was great talking to you yesterday. While doing a little reading last night I came...
When Stocks Start Falling on Good News, There May Be a Problem
Despite strong results, big tech companies are under pressure. Dan Gallagher reports for The Wall Street Journal:
Having a low bar helps; Alphabet’s shares have...
The Value Opportunity: Darkest Before Dawn?
Cliff Asness, Mario Gabelli, and Josef Lakonishok encourage investors not to give up on value. Instead, they say, if you can, double down on...
“Amazon Ruined My Life”
"Amazon ruined my life." Those are the words of retailer Barak Govani, who moved his entire inventory into Amazon's warehouses after packing up his...
Market Down 900 Points and Here’s what YOU Told Me
As the market fell by 900 points midday yesterday, here’s what you and I were talking about:
You called to let me know your...