One (of many) things I’ve learned from the compulsory homeschooling forced upon us by the quarantine is that homeschooling is difficult. Setting aside the environmental and psychological aspects (the role of “parent/teacher” is wildly unpopular in our house for all parties) some subjects, such as English, are quite challenging.
Can Nano One Technologies’ “One Pot” Approach Be a Jackpot for Investors?
Escape from the labyrinth and explore why physics don’t comport with the Icarus myth, and how the same kind of first-order thinking is affecting markets, where certain sectors and companies are in rarified air.
Contact tracing involves identifying people who have been contact with individuals who have tested positive for COVID-19 (or other infectious diseases). Contact tracing is an important part in moving forward as more businesses and recreation sites reopen.
We discuss the increase in COVID cases and its implications for consumer behavior, the Japanification of the U.S. (and what it means for financial stocks and gold), a recent purchase for our investors in the electric vehicle/drone space, and investors burning themselves through day trading.
The Small Cincinnati Company “Delivering” in the Electric Vehicle Race
Formidable Asset Management's Will Brown and Adam Eagleston discuss the Odyssey investors have experienced in 2020, consumer trends associated with the re-opening of the economy, and the oddities we have seen with the behavior of certain stocks popular on Robinhood. Plus, a little mythology and history, as well as obligatory references to the shape of the recovery and associated chart crimes (we’re looking at you, CNBC, and that recent unemployment graphic).
Will and Adam offer their thoughts on unprecedented market and economic data in Episode 2 of the Tea and Crumpets podcast.
Will and Adam discuss the markets as we approach the end of April. The highs, the lows, and everything in between in Episode 1 of their Tea and Crumpets podcast.
The markets have recently reminded all that volatility is always right around the corner. Volatility, sudden corrections, uncertainty—all part of the price we pay to participate. Context, however, is what’s missing from most things today. We are so fixated on right now—we forget where we were, and lose sight of where we want to go. Nowhere is this more prevalent than in the stock market. We need look no further than the “Fear and Greed Index” to see how quickly things change.
