Myths are a waste of time. They prevent progression. Barbra Streisand It’s still GameStop week out here in markets-land with the senate hearings last week. It’s time to bust some myths with regards to retail investing and investment products. Myth 1 – If only everybody had access
We take a break from our regular programming to remind everybody to go vote. This election is important, y’all know that. Just vote if you haven’t already. I don’t care who you vote for, just vote. Another question that I have been pondering is – We know the stock market is up and to the […]
COVID is going to change how we think about markets
How I was wrong on COVID-19 and what I learned from that experience
“Fearful when others are greedy and greedy when others are fearful.” – Warren Buffet The last week has been an interesting view on my own psychology, on how all the best-made plans aren’t worth anything if you don’t have conviction and resolve. Fintwit talked about keeping a trading diary and here is my attempt to […]
Warning: Stream of consciousness follows! This week has been wild in the markets and I wanted to put my thoughts on paper and #timestamp my thinking. Standard disclaimer applies; none of this should be taken as investment advice! RIP good times again? Sequoia published version 2.0 of its RIP good times memo, catchily titled Coronavirus […]
The brilliant odd lots podcast had Richard Koo on to discuss his theory of a balance sheet recession. The central idea is that when a credit bubble bursts and the private sector and consumers both start to deleverage it causes the economy to go into a demand loss spiral, which is a counterintuitive result. If […]
Betterment the Roboadvisor had an interesting product announcement – called Smart Saver. I was pretty psyched – was it a deposit account? Are they getting into the bank game?
Product engagement is a hot topic. As a product person, you are always looking for the quantifiable metrics that indicate that your product is solving your user’s problem and that you are on your way to product market fit. The conventional metrics for product market fit usually sound like the below with the trend line […]
All markets are at *all* time highs. What is an average investor to do? Is it too late to get in? Is it time to take profits if you are fully invested? In the last 15 years there have been two spectacular crashes, the hard memories still linger, which makes these decisions even more gut […]