tmoore

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So far tmoore has created 156 blog entries.

T&C | Episode 19: A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion

2021-06-15T20:59:11+00:00

Come aboard. We’re expecting you… We make another run after a technology glitch to discuss the Love Boat’s star-crossed investors, the knife-sharpening industry, and the strange dichotomy between market complacency as a whole versus the mania around retail trading in meme stocks. From there, we delve into a discussion of inflation as reflected in things like lumber and labor. We then debate how a trade can be both right and wrong concurrently and why capital allocation matters for companies in secular decline.

T&C | Episode 19: A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion2021-06-15T20:59:11+00:00

Market Commentary – Crazy Pills – June, 2021

2021-06-04T17:06:10+00:00

Meme-Stocks: Hotter than Hansel Just when you thought you had heard the last of AMC and GameStop, they return, and are hotter than Hansel.

Market Commentary – Crazy Pills – June, 20212021-06-04T17:06:10+00:00

T&C | Episode 18: Stupider Like a Fox

2021-06-02T15:45:30+00:00

Will and Adam delve into the return of meme-stock mania and address listener feedback vis-à-vis valuations and geese. They also discuss the circular logic of inflation versus expectations, how the market interprets this, and how the real impact of inflation is often mismeasured, using candy bar sizes. No free samples of a candy line-up will be provided.

T&C | Episode 18: Stupider Like a Fox2021-06-02T15:45:30+00:00

Gamma Squeeze. Who is Next?

2021-06-01T21:40:18+00:00

Investors are seemingly always hunting for potential opportunities in the short squeeze space. However, what we have seen recently are short squeezes that are biblical in nature.

Gamma Squeeze. Who is Next?2021-06-01T21:40:18+00:00

T&C | Episode 17: Limericks and Goose Fights

2021-05-20T18:17:56+00:00

Will and Adam explore human overconfidence, be it in fighting an animal, like a goose, or with regard to investing. We spend some time on the Indian variant, inflation expectations, and the rhyming nature of today’s speculative activities with prior episodes of mania.

T&C | Episode 17: Limericks and Goose Fights2021-05-20T18:17:56+00:00

Market Commentary – Picking up Pennies – May, 2021

2021-05-13T18:07:39+00:00

It came to light last week that I pick up pennies; usually on the sidewalk, sometimes on the soccer pitch, occasionally in the TSA bins at the airport. However, I am not the only one. The revelation took on a life of its own, leading to some friendly wagering on how much one might find over the course of a year.

Market Commentary – Picking up Pennies – May, 20212021-05-13T18:07:39+00:00

T&C | The Market Rips, or A Fortnightly-ish Happening

2021-05-03T18:08:01+00:00

Will and Adam review the market’s reaction to further fiscal stimulus, lack thereof to proposed tax changes, and compare the Fed’s largesse with the printer to our favorite confetti-throwing comedian. Obligatory discussions of lumber price inflation and employee scarcity also ensue, as does a more somber discussion...

T&C | The Market Rips, or A Fortnightly-ish Happening2021-05-03T18:08:01+00:00

T&C | Polloi Ahoy

2021-04-20T16:39:55+00:00

Will and Adam look right in the old lumber yard to discuss inflation and how government stimulus is affecting both sides of the inflation equation, especially as it relates to crowding out in the labor market. We also explore interest rates, the rotation back to large cap despite enthusiasm over re-opening and robust...

T&C | Polloi Ahoy2021-04-20T16:39:55+00:00

Market Commentary – The Ted Lasso Market – April, 2021

2021-04-12T16:20:00+00:00

Aside from his inexplicable disdain for tea, we love Ted Lasso. For those unfamiliar, the eponymous series focuses on an American football coach inexplicably hired to manage an English football, i.e., soccer team, despite the obvious hindrance of having never coached or played soccer, or even having a basic understanding of its rules.

Market Commentary – The Ted Lasso Market – April, 20212021-04-12T16:20:00+00:00

T&C | Compliance Mandated Podcast Number 0001: A New Hope

2021-04-05T13:13:00+00:00

Will and Adam explore the rebellion in stock markets, including the recent carnage prompted by margin calls on a highly levered family office. The two also discuss the red-hot housing market, transitory vs. lasting inflation, the bond market’s appetite for junk, the surprising strength of the dollar and its effect on Burl Ives’ favorite commodities.

T&C | Compliance Mandated Podcast Number 0001: A New Hope2021-04-05T13:13:00+00:00