Regulation be the basis for cryptos moving even higher. And it'll bring some clarity and certainty to these markets. More
Podcasts
How Does this Warren Buffett Quote Explain Market Decision Making?
It explains the ideal decision-making process in the market. But during bear markets, we all become obsessed with short-term trades and data. More
With a Recession Incoming, How Much Lower Can the Market Go?
The math supports the thesis that we'll likely see a shallow recession. And with an undervalued S&P, it's a good time to start dip buying. More
Will This Recession Be the Financial Crisis All Over Again?
The U.S. economy is very likely headed into a recession. But believe it or not, this is actually a very good thing. More
Recession on the Way? Buy the Dip!
Assume a recession is going to happen, and then work from there. During the 2008 recession, corporate earnings dropped 60% – a massive wipeout. In 2000-01, corporate earnings fell about 30%. And during the recession of 1989-91, earnings dove around 25%. If we see a deep recession similar to 2008, earnings will fall 60%. And if we’re hit by a shallower recession, like those of 1989 and 2000, earnings will drop closer to 30%. More
Is a Bubble Brewing in Oil?
You can’t benchmark these oil companies on 2022 estimates when they’re artificially inflated by a near-term surge in prices. More
Is This a Red Flag for Crypto?
The crypto regulation we’re seeing now revolves around eco-friendliness. And I don’t think it impacts anything all that much. More
