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Avoiding Cuteness; Semi Stocks; Bitcoin Funds; Jim, The Faultless Dog; Much More

We don’t want to be too darn cute by trying to time the top/Fed cut perfectly. I think raising some cash here is a good idea for most investors, and if stock markets spike into/when the Fed cuts, it probably would make sense to raise some more cash. Easy does it, though.

Cody Willard

14 Aug 2024 — 13 min read

Here's the transcript from today's Live Q&A Chat:

Q: When rates are cut, I’m thinking of trimming 20% of my holdings to cash because I can’t buy puts in an IRA. Thoughts, sir?

This Ain't Your Grandfather's Bubble

Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.

What I learned from creating an economic matrix was both shocking and expected

Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More

Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.