T&C | The Icarian Paradox


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.

T&C | The Icarian Paradox2020-07-10T22:21:03+00:00

T&C | The Analyst and the Arsonist


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.

T&C | The Analyst and the Arsonist2020-07-08T19:21:10+00:00

T&C | The Odd-I-See


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).

T&C | The Odd-I-See2020-06-10T18:35:00+00:00