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Archive of entries posted on 23rd June 2020

In Search of a Simple Investment Philosophy, and some new stock purchases

The facts:   + Stocks are way overpriced — by conventional value metrics.   + The Fed is doing anything and everything to support the economy. Don’t fight it.    + There’s $5 to $10 trillion in cash looking for a profitable home. Hence the ridiculous rise in stock prices and value increases in stabilized […]