Gumshoe Articles: Friday File

Weekly comments from Stock Gumshoe, almost always published on Fridays (plus some occasional extra notes as news warrants)

Off for a couple weeks, dear friends, so things will be quiet hereabouts until July 12 — enjoy your break from my blatheration! Looking for Stock Gumshoe’s greatest hits? Miss anything? The most-requested articles are always right here. Thanks for reading!

It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]

So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]

Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]


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