The Roots Of My Bibliomania
My poor Mother. I moved to Davis on Wednesday and sent her an additional 12 boxes of books to store at her home. That’s on top of the thousands of my books already there. My books are all over her…
Three Books That Changed My Life
How many a man has dated a new era in his life from the reading of a book – Thoreau, Walden It usually begins with Ayn Rand. I was an aimless and unhappy college freshman at UC San Diego when…
Economic Growth, QE Infinity and The Great Disconnect
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Timing The Top, Shorts Are Different From Longs, TSLA, GS JPM BAC Breaking Out
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The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings
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The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity
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Minervini on Tops and Selling, The Indexes Are Topping, Adding SPG & XOP to the Year End Trade
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WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short
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The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini
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The Possibility of Civilizational Breakdown
Sent to Client Note List members Wednesday 3/18/20 at 8:35pm PST: 14 months ago (Jan 2019) in my Client Note “The Everything Bubble And The Second Great Depression” (https://www.topgunfp.com/the-everything-bubble-and-the-second-great-depression/), I laid out my case for what I saw as an…