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It’s too much. I don’t like getting in front of a speeding train in either direction.  One thing to keep reminding people of are these theories of investing:  It’s OK to (probable you will) miss the bottom. Bernard Baruch said, “I always bought too late and sold too soon.” Well, he died with $100 million […]

A few weeks ago, I asked if anyone had COVID-19. A bunch of people responded and said they thought they ALREADY had it in January/February. My guess is this pandemic started in N.Y.C. in late January. The attached graphic shows people who showed up at the ER in NY hospitals over the past few months […]

The news is bad, but never as bad as they want you to believe.  I try not to put any spin. But often people (usually reporters) think I’m trying to be “contrarian” or “positive” for the heck of it.  That’s not it at all. There are some things I’m quite pessimistic about (my ability to […]

There’s been data flying back and forth.  Every university has a “model.” Every health official. Everybody on Twitter who in their spare time became a pandemic expert.  Let’s look at some of the models out there.  The below model was considered by many to be the standard. Six days ago it projected that in New […]

I have never seen so much uncertainty in my life.  There’s uncertainty about:  Health: How bad will this virus get worldwide? I’ve addressed this in my posts, and in my Instagram Lives every day at 2 p.m., by looking at all the data and talking to the experts.  My own view is that the pandemic […]

I’ve worked in the news industry. The news industry (not all, but a lot) is filled with angry, bitter people who want you to be as angry and bitter and miserable as them.  They type their headlines: “BLAH BLAH DEATHS BLAH BLAH BLAH MISERY!!!!” And they joke around how shitty their bosses are and how […]

[Editor’s note: The below article was written by my colleague, Bob Byrne. Some of you may already be familiar with his work. For more information, see his bio at the bottom of the article.] During my first week trading, all I could do was stare at my desk. Phone numbers covered every inch of my […]