This Time Is Different
More thoughts on #neversell and the market
Eric BjorndahlCommentShare
NewTopWhat is This Time Is Different?About
Common sense or speculation?
Eric Bjorndahl
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…
Eric Bjorndahl
Jan 2CommentShare
Devil Take the Hindmost: A History of Financial Speculation, by Edward Chancellor, is an interesting read that chronicles various speculative bubbles a…
Eric Bjorndahl
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. …
Eric Bjorndahl
Oct 15, 2020CommentShare
There is a dangerous type of "magical thinking" going on in the markets right now. Investors appear to believe that since the lockdowns are easing, cor…
Eric Bjorndahl
Jun 5, 2020CommentShare
There are few industries with as much uncertainty right now as airlines. Even the "Oracle of Omaha", Warren Buffett, admitted that the future of airlin…
Eric Bjorndahl
May 3, 2020CommentShare
Source: xkcd Like many people, I'm spending a lot of my time during the age of Coronavirus sitting at home reading about Coronavirus. This abundance of…
Eric Bjorndahl
Apr 17, 2020CommentShare
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This Time Is Different


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