Jake

Short-term: trend > value > fundamentals
Long-term: fundamentals > value > trend

Investors need to be aligned with process AND time horizon

Nvidia is the second-largest position in SPY, but the largest position inside a SPY.

Glad to see people pushing to cancel someone deranged enough to call for executing people over their political beliefs.

Hopefully we can agree this standard applies to everyone going forward, regardless of party, including those holding the highest political offices.

Fun one!

Daily Box Stats now has… competitive eating

And Cricket and the PGA

dailyboxstats.com/?sport=eating&…