tmoore

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So far tmoore has created 50 blog entries.

T&C | Episode 19: A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion

2021-06-15T20:59:11+00:00

Come aboard. We’re expecting you… We make another run after a technology glitch to discuss the Love Boat’s star-crossed investors, the knife-sharpening industry, and the strange dichotomy between market complacency as a whole versus the mania around retail trading in meme stocks. From there, we delve into a discussion of inflation as reflected in things like lumber and labor. We then debate how a trade can be both right and wrong concurrently and why capital allocation matters for companies in secular decline.

T&C | Episode 19: A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion2021-06-15T20:59:11+00:00

T&C | Episode 18: Stupider Like a Fox

2021-06-02T15:45:30+00:00

Will and Adam delve into the return of meme-stock mania and address listener feedback vis-à-vis valuations and geese. They also discuss the circular logic of inflation versus expectations, how the market interprets this, and how the real impact of inflation is often mismeasured, using candy bar sizes. No free samples of a candy line-up will be provided.

T&C | Episode 18: Stupider Like a Fox2021-06-02T15:45:30+00:00

Market Commentary – Picking up Pennies – May, 2021

2021-05-13T18:07:39+00:00

It came to light last week that I pick up pennies; usually on the sidewalk, sometimes on the soccer pitch, occasionally in the TSA bins at the airport. However, I am not the only one. The revelation took on a life of its own, leading to some friendly wagering on how much one might find over the course of a year.

Market Commentary – Picking up Pennies – May, 20212021-05-13T18:07:39+00:00

T&C | The Market Rips, or A Fortnightly-ish Happening

2021-05-03T18:08:01+00:00

Will and Adam review the market’s reaction to further fiscal stimulus, lack thereof to proposed tax changes, and compare the Fed’s largesse with the printer to our favorite confetti-throwing comedian. Obligatory discussions of lumber price inflation and employee scarcity also ensue, as does a more somber discussion...

T&C | The Market Rips, or A Fortnightly-ish Happening2021-05-03T18:08:01+00:00

T&C | Polloi Ahoy

2021-04-20T16:39:55+00:00

Will and Adam look right in the old lumber yard to discuss inflation and how government stimulus is affecting both sides of the inflation equation, especially as it relates to crowding out in the labor market. We also explore interest rates, the rotation back to large cap despite enthusiasm over re-opening and robust...

T&C | Polloi Ahoy2021-04-20T16:39:55+00:00

Market Commentary – The Ted Lasso Market – April, 2021

2021-04-12T16:20:00+00:00

Aside from his inexplicable disdain for tea, we love Ted Lasso. For those unfamiliar, the eponymous series focuses on an American football coach inexplicably hired to manage an English football, i.e., soccer team, despite the obvious hindrance of having never coached or played soccer, or even having a basic understanding of its rules.

Market Commentary – The Ted Lasso Market – April, 20212021-04-12T16:20:00+00:00

Shelby Cottrell

2021-06-08T15:48:05+00:00

Shelby Cottrell Administrative Coordinator Shelby is the Administrative Coordinator for Formidable Asset Management and has been associated with the team since 2019. A role that is at the heart of the firm, she is often the first point of contact for the clients.Serving as an invaluable member of the company, Shelby wears a hat [...]

Shelby Cottrell2021-06-08T15:48:05+00:00