“I like these calm little moments before the storm. It reminds me of Beethoven. Can you hear it? It’s like when you put your head to the grass, and you can hear the growin’, and you can hear the insects.
Last post before a short summer break. Down the Market Hole While equity markets have broken many records in terms of relative valuation, some people still argue that stocks are not that expensive. Of course, everyone has heard about TINA
Down the Market Hole The French version of Michael Lewis’ book The Big Short is intitled Le casse du siècle, which literally means the “heist of the century.” This idea is interesting, as going short can be regarded as finding the weak points