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All My Posts As Of 10/15 Indexed
Plus an index of all the pieces I've written in one place
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How To Not Lose Money Chasing After The Next Hot IPO (Chime, Klarna, and the Pyschology of Froth)
IPO hype cycles repeat because investors forget the math. Here’s how to spot the signs of froth before you become exit liquidity.
Nov 11
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Victaurs
11
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Around the Horn on Fins, A Technical View of What's Working, What's Not, and Where We Go From Here.
Just some thoughts, none of this is financial advice, and if you want actual picks it’s behind the wall.
Nov 5
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21
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Public Bank Screen: November TBVPS & Valuations Largest Public Banks
People love to make bank investing sound complicated.
Nov 4
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14
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Bank Activism Has Limits Despite What CNBC Wants You to Think
What they're getting right, what you need to know, and who could be next
Oct 30
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18
Transocean (RIG) From Fish Oil to Deepwater: Not a Texas Hedge For Higher Rates
I once lost a small fortune betting on a fish oil patent and a federal judge’s opinion.
Oct 28
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20
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Flagstar (FLG): Still Somewhere Between A Dumpster Fire & A Discarded Gem
I still like betting on the ugly ones.
Oct 24
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21
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A Thank You to the Regional Bank Doomers (for Calling the 832nd Crisis)
This one’s behind the paywall.
Oct 17
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24
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Why A "Run" On Jeffries (JEF) Isn't Exactly Possible And It's Not The Next Lehman
I’ve seen the posts popping up from the engagement-baiting talking heads.
Oct 13
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