T&C | Cramer vs. Kramer vs. Kramer
tmoore2020-08-25T11:33:44+00:00We look to Jim, Rex, and Cosmo, collectively the “C(K)ramers”, for perspective on the Fed, market multiples, the shape of the recovery, and the Dunning-Kruger effect.
About tmoore
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Commentary July, 2020
tmoore2020-07-20T13:18:22+00:00One (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.
Nano One Technologies
tmoore2020-10-30T19:11:52+00:00Can Nano One Technologies’ “One Pot” Approach Be a Jackpot for Investors?
T&C | The Icarian Paradox
tmoore2020-07-10T22:21:03+00:00Escape 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.
COVID-19 Contact Tracing Scams
tmoore2020-07-08T19:32:31+00:00Contact 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.
T&C | The Analyst and the Arsonist
tmoore2020-07-08T19:21:10+00:00We 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.
Workhorse Group, INC.
tmoore2020-10-30T18:58:17+00:00The Small Cincinnati Company “Delivering” in the Electric Vehicle Race
T&C | The Odd-I-See
tmoore2020-06-10T18:35:00+00:00Formidable 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).
T&C | Spiking the Punch!
tmoore2020-05-19T19:29:04+00:00Will and Adam offer their thoughts on unprecedented market and economic data in Episode 2 of the Tea and Crumpets podcast.
The Markets | It’s Been Memorable and Confusing
tmoore2020-05-07T14:28:28+00:00Will 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.