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A"I" am inevitable... and necessary
This week we discuss the necessity of AI, breakdown this crazy Nasdaq rally, and define value investing.
May 27
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A"I" am inevitable... and necessary
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April 2023
An Update and a Rant
This week we give a portfolio update, discuss a misuse of math, and review an excellent investment checklist.
Apr 22
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Farrer Wealth Advisors
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An Update and a Rant
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March 2023
Over/Underreaction
This week we discuss investor biases, retail flows into the stock market, and techniques on how to evaluate people.
Mar 4
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Farrer Wealth Advisors
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Over/Underreaction
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January 2023
Falling for Fraud
This week we discuss fraud, JPM's Guide to Markets, and a succinct thesis on Google.
Jan 28
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Falling for Fraud
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December 2022
Winner of the Year
This year we discuss the best performing stock in our portfolio, take a look at a brutal year for the S&P 500, and give out a few h/t.
Dec 23, 2022
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Farrer Wealth Advisors
5
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Winner of the Year
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November 2022
Many Musings...
This week we discuss big tech investing, dollar cost averaging, FTX, and much more..
Nov 26, 2022
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Farrer Wealth Advisors
4
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Many Musings...
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October 2022
Panic, Capitulation, or Anger? (Part 2)
This week we review where we are in the market cycle, highlight the ponzi that is GoTo, and remind ourselves that investing is hard.
Oct 22, 2022
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Farrer Wealth Advisors
3
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Panic, Capitulation, or Anger? (Part 2)
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September 2022
When experience meets numbers
This week we discuss online casinos, how global payments are made, and the history of family offices.
Sep 17, 2022
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Farrer Wealth Advisors
3
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When experience meets numbers
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August 2022
Interruption
This week we discuss interruptions, Sea's earnings, and how stock market charts can be highly misleading.
Aug 20, 2022
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Farrer Wealth Advisors
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Interruption
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July 2022
Nodding my head...
This week we discuss bitcoin, review facts about bear markets, and track sandwich sales as a proxy for the economy.
Jul 16, 2022
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Farrer Wealth Advisors
2
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Nodding my head...
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June 2022
When going through hell...
This week we discuss the path forward, Singapore's gambling addiction, and reflect on Bernanke's view on inflation.
Jun 18, 2022
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Farrer Wealth Advisors
7
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When going through hell...
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May 2022
Panic, Capitulation, or Anger?
This week we discuss where we are in the market cycle, why pessimism sounds smart, and give our thoughts on recent results.
May 22, 2022
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Farrer Wealth Advisors
2
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Panic, Capitulation, or Anger?
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