What do you guys think of this all time high market with multiples being so high? What kind of puts anyone for protective hedging? Will wait for some insights from our very well informed members?
Few days ago, he tweeted: “People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude. #FlyingPigs360” We all know he is shorting Tesla… Elon tweeted Tesla has diamond hands… It would be interesting having Travis analysis on […]
If you’re going to be a long-term investor, focused on buying good companies whose value can compound over time, and not just a trader who’s trying to jitterbug in and out of positions for a gain in a month or a year, then at some point you have to remove your thought process from “the […]
Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]
I really want to hear from the experts in this community. What happened here with the reddit users and why everyoone is so angry/happy?
Narratives and emotion drive the market in the short term, so last week we saw the tech stocks and COVID winners take another surge higher, perhaps in some surge of “election finally done” relief or just from the indications of a likely split government ahead… this week, some combination of Joe Biden’s election victory being […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
All, I’m relatively new to investing, I would like to get input from seasoned investors on the best strategy for leveraging options in investing. I know Travis doesn’t discuss options positions in detail in his posts but I’d really appreciate if anyone can shed some light, or please point me to any articles that will […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
What will probably serve investors best right now is patience. Don’t sell all at once, don’t buy all at once, and don’t feel like you have to do something every day. If you’re someone whose heartrate climbs as you open your brokerage account website and feel the urge to buy or sell every few minutes, […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
I’m separating my comments here about hedging out from the rest of my ongoing Annual Review commentary, just for the sake of clarity (the latest missive, on my natural resources-related holdings, is here). I’ve written about hedging before — it tends to be expensive, if it’s effective at all, and it needs to be thoroughly […]