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.
Market Commentary August, 2020
Devon Berta2020-08-05T21:27:11+00:00The weather is hot, but it still doesn’t feel quite like summer. In this commentary, we are going to look at what’s been missing from the season.
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
Commentary May 11, 2020
Devon Berta2020-07-08T19:21:10+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.
Ten Recent Changes That Could Help You in 2020
Devon Berta2020-07-08T19:21:10+00:00News is coming fast and furious these days—so much so, it’s difficult to remember the morning news in the evening (much less what happened yesterday or last week). Day-to-day planning has taken priority over long-term financial planning, and it’s getting easier to lose sight of the forest through the trees.