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China's New Bull Market? Small caps v Large Caps, Crypto Winter, And Much More

From China's stimulus impact on Tencent to Tesla's robotaxi plans, we cover market moves across tech, biotech, and crypto. Get insights on our current picks, reflections on past investments, and thoughts on navigating today's complex market landscape.

Cody Willard

27 Sep 2024 — 8 min read

A picture of Lizzie, one of our miniature long-horn cows, eating ice cream.

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.