Anti-Consumer 'ESG' Investing, Unemployment Rate Falls, The Industry Power Curve, TikTok Losses Swell, French Uranium, Mortgage Rates 20 Year Highs, Zillow's Last Flips, Digital Yuan Expiry Date

“Intelligent investing is not complex, though that is far from saying that it is easy. What an investor needs is the ability to correctly evaluate selected businesses. Note that word ‘selected.’ You don’t have to be an expert on every company, or even many. You only have to be

'Average In' to 'Unloved' Stocks, Economic Uncertainty Visual, Druck says Recession in 2023, Home Heating Costs Rising, Income Needed to Buy House Doubles, $1.3M NFT Backed Loan

INVESTING 'Average In' to What’s Out-Of-Favor and Unloved Now Consider the various narratives floating atop the markets : "A friend of mine in the business, Charles Gave of all things a really good French economist. Hard to imagine, but really good French economist, likes to talk about the media and

Major Drawdown, Patience Opportunities, Will Fed Crash Economy?, Biggest Private Companies, 40 Yrs of Global Energy, Land Shortage, Crypto vs. Dollar

"Time is our most valuable non-renewable resource, and if we want to treat it with respect, we need to set priorities." - Albert-László Barabási INVESTING The Major Drawdown in U.S. Equities & Fixed Income The Ten Commandments of Investment Management Investor Monish Pabrai defines his ten commandments of investment management.