FOMO

Time to guard against FOMO in my view

Jun
09

For the last year and a half, the market averages have been unexciting.  The most recent activity shows most stocks are staying flat or slightly sinking while primarily seven stocks carry the averages up.  The excitement for technology, especially around AI, is running at a high pitch.

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FOMO and Howard Marks - Interesting

Dec
06
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Back on 11/24, I wrote about FOMO coming on quickly.  I have turned bullish, but I do think the market is very high in many respects.  There are some great value companies out in the market that are still buys.  It's

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