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Wild Market Moves Underscore Why We Trust The Playbook And Long-Term Analysis

Here’s something I started writing at the near-term bottom that the markets put in on Friday when I was working instead of even pretending to be on staycation as was the plan for last week. When the markets crashed on Wednesday, I basically called off my break although I

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Remain Cautious As The Great Bubble Unwind Continues

Well, I’d said I’d send out a note from my wannabe staycation if things got crazy and here it is. It’s just relentless selling out there. Have I mentioned that we are most definitely on the OTHER side of what was a 13-year long Bubble-Blowing Bull Market?

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Trade Alert: Selling Three More Names Plus Some Thoughts on Cryptos and Crypto Stocks

One of my hedge fund friends’ traders likes to say that stocks don’t go up until people stop selling. It’s not the buying power that makes stocks go up most of the time, it’s the lack of sellers. The markets are trying to put on a meaningful

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Trade Alert: I’ve Been Wrong About A Lot And Here Are Some Moves I’m Making

I need to get this off my chest. I’ve been wrong about a lot for the last year. Though I definitely got more cautious as I did a “Great Reset” and trimmed several of our positions last year and stayed defensive overall as The Speculative And SPAC Bubble started

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Trade Alert: We’ve Now Lived Through A Major Part Of The Crash

It’s just nasty out there, with stocks down big across the board. Even the S&P 500 is just being taken out to the woodshed, down almost 3% on the day. The speculative stocks are down double digits across the board, ARKK is down almost 9% on the

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Trade Alert: How I’m Buying SKTL Space Tokens Since It Airdropped

Here’s how I am starting to buy the tiniest bit of SKTLs Space Debris-Cleaning cryptocurrency tokens, and you can too even if you didn’t get any of the free airdrop. To be clear, I am only buying the tiniest bit of SKTL tokens using maybe like 0.01%

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LAUNCH SUCCESS! The SKTLs Space Tokens Have Airdropped

The No BS Market remains the theme. Be careful, but I did do a little nibbling on some ROKU around $95 a share today. In the hedge fund, I covered a little bit of some shorts. Mostly sitting tight still waiting for these pitches to get better, as we have

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Fed BS, Fear Is Always Wrong, Roku Is The Anti-Netflix, ETH Vs Bitcoin, And Much More

Here’s the transcript from yesterday’s Live Q&A Chat over zoom. The markets have given back all of yesterday’s brief upside. Remember how I’ve been saying “This is a ‘No BS Market’.” Well, the Fed tried to BS everybody yesterday with their silly 50 bps

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Recent Media Coverage

Media Coverage SKTLs has been featured on Fox Business, Marketwatch and all over the web. Here is some of the coverage.

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Surviving The Crash Brings The Opportunities To Find Stocks That Go Up 100x

Here’s part of what I sent out to my hedge fund investors in a letter yesterday. The markets yesterday tried to put in the kind of “abrupt ending” to the crash that I mention in the write-up (I wrote this over the weekend and finished up early yesterday when

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All Investing Is Value Investing, Earnings Reports, More

Here’s the transcript for this week’s Live Q&A Chat. Q. Really appreciate the sentiment in your notes on “not being scared” and keeping a cool head. Seems like there’s lots of upside from these current prices and staying even keeled is key. Currently sitting on

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Trade Alert: What About Valuations

Let’s keep doing real homework and being disciplined about our approach here. That’s where the real edge is over the long term. And that’s why we keep following the playbook. I came across this list of crashed big cap tech stocks on Twitter when I was hanging