A mental framework for investors
It speaks to 5 truths about the stock market ๐Ÿ“œ
The sacred CAPE ratio is problematic๐Ÿคฆโ€โ™‚๏ธ
Economic data hasn't just been strong โ€” they're exceeding expectations ๐Ÿ“ˆ
'The recession talk is laughably divorced from the economic data'
The forces keeping a recession at bay ๐Ÿ’ช
Market volatility may linger even as economic risks appear limited
It's fanning inflation. But it's a good thing.
The S&P 500 dynasty has seen a lot of stocks get added and booted ๐Ÿฅพ
The U.S. imported much more than it exported to its weaker trading partners ๐Ÿ“ˆ
Just because he buys cheap doesn't mean he's a great market timer ๐Ÿ•ฐ
Short-term volatility and long-term gains ๐Ÿ“ˆ๐Ÿค‘