
Are Value Stocks Coming Back?+ Earnings Predictions
“Alexander the Great found the philosopher looking attentively at a pile of human bones. Diogenes explained, "I am searching for the bones of your father but cannot distinguish them from those of a slave.”

I Don’t Even Know What Else to Write About-The Trump Assassination Attempt
“Truth will ultimately prevail where there is pains to bring it to light.”

How To Invest if Trump Wins
“I am an American; free born and free bred, where I acknowledge no man as my superior, except for his own worth, or as my inferior, except for his own demerit.”

Boeing and Paramount
“If the rule you followed brought you to this, of what use was the rule?”

The Case Against Diversification
“To endure oneself may be the hardest task in the universe.”

The Fashion Cycle, Displayed by Nike
“So we beat on, boats against the current, borne back ceaselessly into the past.”

Dunking on Airlines Once More
“All happy families are alike; each unhappy family is unhappy in its own way.”

Not Worried About Ferrari’s EV’s
“Ah, but a man's reach should exceed his grasp,
Or what's a heaven for?”


The Upcoming Disney Movie Schedule, and Why It’s Good for Shareholders
“Don’t be afraid. There’s no such thing as death…”

Elon’s Pay Package is SO UNBELIEVABLY STUPID
“Now I would solicit the particular attention of those numerous people who imagine that money is everything in this world, and that rank and ability are inseparable from wealth: let them observe Cincinnatus”

Apple Review…I Loved Everything
“Man was born free, and he is everywhere in chains.”
Credit (painting): Olga Rodina

Where Interest Rates Will Go After That Report+What it Means for You
“The next words that spilled from my lips ... came from so deep within my gut that it nearly made all the things I’ve ever said feel like a lie. I will kill you.”


xAI Might Be Real?
“It does not do to leave a live dragon out of your calculations, if you live near him.”


Bet On Those at the Top
“Our doubts are traitors and make us lose the good we oft might win by fearing to attempt.”

What’s Going to Happen Over the Summer
“Here come real stars to fill the upper skies,
And here on earth come emulating flies,
That though they never equal stars in size,
(And they were never really stars at heart)
Achieve at times a very star-like start.
Only, of course, they can't sustain the part.”

Victory Lap on LULU+Portfolio Reposition
“When the hounds of spring are on winter's traces,
The mother of months in meadow or plain
Fills the shadows and windy places
With lisp of leaves and ripple of rain;
And the brown bright nigthingale amorous
Is half assuaged for Itylus,
For the Thracian ships and the foreign faces,
The tongueless vigil, and all the pain.”
