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Archive of entries posted on 3rd November 2022

Don’t fight the fed. Don’t own anything. Don’t buy anything. Sell short. Buy treasuries.

Accept that the world has changed. Earnings do matter. P/E s do matter. A little. But what really matters is sentiment. Right now sentiment is awful for stocks. Don’t fight the Fed. The world is rife with rumors. Apple has a hiring freeze. Microsoft is firing people. Disney’s Shanghai park is closed forever because of […]