The Money Runner
Rational Exuberance
Rational Exuberance – Coming into the week the spread between $QQQ and $RSP was 40% – Reversion to the mean is a powerful force
Red October
In the long run stocks care about cash flow, earnings, dividends and revenue in that order.
Biggest risk for the market – It’s not what you think
The truth rarely lives on the extremes. Unless we’re about to unwind hundreds of years of economic data and history, long term equity returns are driven by earnings, cash flow, dividends and revenue in that order
No Stimulus or Contested Election – Which do investors fear more?
David weighs in on the markets, the economy and what to expect as we approach the election
Is Alphabet a monopoly?
When companies become more powerful than government and the elected officials that watch over them, you can bet they will be broken up.
