Why it’s looking an awful lot like 2021 again
it was fun while it lasted
Warren Buffett’s letter: A crucial detail everybody overlooked
The other elite investor in Omaha
“I should have invested more”
let me check with my crystal ball
Is It Time to Invest in Nvidia?
My thoughts on Nvidia’s valuation
Microsoft: Applying AI at Scale
There was a time when I owned Mastercard, which is a great company that just does its things—execute, grow, and compound. It’s painful to think about it so I’m not…
Should you lock in your gains in the stock market?
It ain’t easy.
The problem Mr. Market has with Tesla’s Q4 2023
The Seattle Seahawks stood moments from victory or defeat against the New England Patriots during Super Bowl XLIX. With 26 seconds left, Seattle is down by four points, second down,…
Meta stock soars 22% and it’s making me uneasy
Therapists call this trauma bonding
Balancing risks and returns
Back in my army days, every now and then someone would fall out of training. Occasionally, it’s heat stroke, sometimes it’s a field injury, and other times, it’s because they…
Lessons from Same as Ever
The biggest takeaway I got from “Same as Ever” is this—and I think this alone is worth the price of the book itself: Consider things that won’t change in years…
She asked why am I so fat?
Emotional damage.
The Surprising Outcome for Timing the Stock Market Perfectly
I was shocked.