@ecommerceshares Back when the Mags only moved in one direction and accounted for 70% of the market, alpha was practically impossible. Not that there is dispersion, winners/losers, there is alpha to be harvested. If you’re not long $GOOGL and short $META, you probably shouldn’t be picking stocks.
@elonmusk What if all the horrible politicians just collectively bent over, pulled their pants down, and farted into windmills over and over? Wouldn’t that create sustainable wind power?
@bigjimmurray Well, Jim. You sound like a giant prick saying this. Regardless of Duran’s reaction, making light of a person’s mental health journey, especially when it involves suicide and spectators that try and (intentionally) fan that flame is a horrible look.
@PowerLunch What time frame? 1 week? 1 month? 1 year? Recency bias. The vol that the war has introduced recently has worried investors but it will wash itself out eventually. What matters more for markets longer term is earnings power, but if we’re talking about the next week or month, Iran.