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March 14, 2023
Insolvent was because of gt. the government, the federal reserve kept interest rates at zero for 12 years.s, quantitative easing. time and during that time, banks had pretty much everybody else loaded up on low yielding debt . but inha ordert leve to keep in rates that low, the federal reserve had to create massivee inflatio inflation. they called it quantitativn.eeqs easing, and the adverse really r show up last yeally started to shoeaw up last year when wegv had these big elevated inflation wa...
July 5, 2022
Many are forecasting bad times ahead, but are they going to extremes? Here's my strategy for the the second half of the year....CSCO
April 20, 2022
His hedge fund gained almost 30 percent in March, with Tesla stock making up half of the portfolio.
April 18, 2022
Worm Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
April 15, 2022
Investors have to navigate a long list of challenges, but it can be done, says Real Moneys Brad Ginesin.
April 14, 2022
Worm Capital commentary for the first quarter ended March 31, 2022. As we’ve often said in previous letters, we couldn’t be more excited about the current business environment.
February 25, 2022
A post-pandemic bubble in certain assets is only one thing the market and investors must work through right now....ZM
March 6, 2013
>> i think im more muted than that. >> yeah. >> i think there will be a reasonable trudging along as we have done for the last number of years. >> man. >> i do believe as much as i said, the investment more rihor its not impacting investors today. that situation will change. i dont want want to minimize that the dysfunction in washington has to change. its a cliff will hit, wall well hit, were not sure when, and it will come in an unexpected way. >> you know, mika, i think both of the guys would...
March 5, 2013
Thats a little too simple. >> i brought up last night, jeffrey, you know, from january 2009, you and i were concerned about the stimulus package. not even the size as much as the targeting. we said that in realtime -- >> and the lack of targeting and six weeks youre going to spend nearly $1 trillion and know what youre doing. >> we also said it was going to create a bubble. what i thought was so fascinating and he was offended by me bringing up the quote, but, you know, back in 2002 -- 2001 and ...
March 5, 2013
Happen. >> what do you mean all kinds of things? paul, again, youve been predicting this for 20 years. thats such a tired argument, to search for quotes i said in stuff once upon a time. >> once upon a time? you said this for 15 years, then woke up one day and said i was wrong. you said we needed to create a housing bubble to replace a nasdaq bubble. >> you know i was joking when i said that. >> you were joking? >> this is so disa poinppoindis? >> im quoting back what you are saying. i dont thin...