This Time Is Different
Cash and "market timing"
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NewTopCommunityWhat is This Time Is Different?About
Taking another look at Yelp
May 26CommentShare
The endowment effect, commitment bias and a brief example
Apr 24CommentShare
More thoughts on #neversell and the market
Mar 2CommentShare
Common sense or speculation?
Feb 27CommentShare
In 2020, my portfolio returned 17.15% and the S&P 500 index returned 18.40%. Cash holdings averaged 40% during the year and 53% since June. This result…
Jan 2CommentShare
Devil Take the Hindmost: A History of Financial Speculation, by Edward Chancellor, is an interesting read that chronicles various speculative bubbles a…
Nov 17, 2020CommentShare
Yelp (YELP) is an interesting company that seems undervalued. This might stem from a misunderstanding about the core economic drivers of the business. …
Oct 15, 2020CommentShare
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This Time Is Different


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