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37%: A FAAMG Story
On Saturday morning, I characterized the market as being defined by what amounts to "one trade" goin
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Eventually there has to be a rebalance. I’ve been starting to buy small cap value.
I’ve had IWN for many years. My unrealized gain was as high as 300%. Now it’s only about 150%. I’m going to be using this as my main target for philanthropic donations for the next year or so. For the foreseeable future small caps just don’t seem to have the prospect for real traction. I’m 75 and “eventually” is now likely to be after I’ve gone.
True, but you’ll get your reward in Heaven for having done the right thing.
Mr Lucky,
I hope you have another healthy and happy 25+ years. You will see the reversion to the mean imo.
Usually when there is no hope for a strategy it comes roaring back. Sure we need growth to fuel value and most of us can’t see how but there are always surprises.
When not if is the question. Time arbitrage is the biggest asset the individual investor has.
Stay safe, have fun, invest well and be smart.
America has a long tradition of breaking up companies when they have become too big and dominant. Why do we not hear anything like that now. How can any small company compete with these juggernauts?
Very important issue. Fundamental to the move to oligarchy and seems unstoppable. Well described by Jake Tepper in “The Myth of Capitalism.”
Jonathan Tepper, actually. I nice little except can be found here: https://www.bloomberg.com/opinion/articles/2018-11-25/the-myth-of-capitalism-exposed
Let’s try that again. Jonathan Tepper, actually. A nice little EXCERPT can be found here: https://www.bloomberg.com/opinion/articles/2018-11-25/the-myth-of-capitalism-exposed