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Daily Journal archiveReminder: Recession risks remain (from Albert Edwards via X)…
Read articleSpeculators are rushing back into the riskiest options again (from MarketWatch)…
Read articleThe continuing decline in job openings suggests unemployment could soon begin to rise (from Win Smart, CFA via X)…
Read articleFifteen top lessons from Warren Buffett’s annual shareholder letters (from The Value Investor)…
Read articleDistressed-investing legend Howard Marks’ latest memo on “easy money” is a must read (from OakTree Capital Management)…
Read articleWhat every investor can learn from legendary gold miner John Mackay (from Ian Cassel via MicroCapClub)…
Read articleTerry Smith is known as “the Warren Buffett of Britain.” Here are some highlights of his 2023 annual letter to shareholders (from Fundsmith)…
Read articleAn investment framework from Amazon founder Jeff Bezos (from Kevin Gee via X)…
Read articleHow one small investment partnership earned 82% returns in high-quality stocks last year (from Sohra Peak Capital Partners)…
Read articleHow the “Coffee Can” approach can improve your investment returns (from The Rational Walk)…
Read articleNick Sleep earned 21% compounded returns for more than a decade. Here are the details on his investment approach (from Invest in Quality)…
Read articleSpeculators are holding the largest short U.S. dollar position since 2020 (and one of the largest in history) (from Barchart via X)…
Read articleWhy share buybacks can be more lucrative than dividends (from Special Situation Investing)…
Read articleAvoiding “zombies” is a simple but powerful way to improve your investment returns (from Kailash Capital Research)…
Read articleA relatively low-risk opportunity in a sector few investors are interested in today (from Wall St Gunslinger)…
Read articleInternational equities appear extremely cheap relative to the U.S. (from The Daily Spark)…
Read articleThese sectors historically perform the best following the Fed’s first rate cut (from Jesse Felder via X)…
Read articleHere are the cheapest markets in the world today (from The Idea Farm)…
Read articleThis micro-cap cannabis company still looks attractive today (from Mindset Value)…
Read articleA “deep dive” into leading energy pipeline firm Enterprise Products Partners (EPD) (from Lyn Alden Investment Strategy)…
Read articleDetails on a “more profitable” junior gold miner (from Special Situation Investing)…
Read articleChinese e-commerce firm Alibaba (BABA) is now the cheapest it’s ever been by virtually every common metric (from Swordfishvegetable via X)…
Read articleThe yield on the two-year U.S. Treasury note suggests the Federal Reserve has already over tightened (from Tom McClellan via X)…
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