
Guest Post: The “Original Dot-Com Boom” & A Truly “Artful” Trade
Via Kevin Muir of “The Macro Tourist” fame
We all know Buffett’s line about sitting around the poker table, but too often, we fail to apply it in our day to day trading or investing. It’s easy to fall for the latest story sweeping Wall Street without thinking about the next move, or who the narrative benefits. I am by no means immune.
The other day one of my astute new readers sent me a note that demonstrated a keen understanding of how markets really work. He didn’t bother with th