tmoore

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So far tmoore has created 157 blog entries.

Market Commentary September, 2020

2020-10-16T18:38:52+00:00

For those of you who read our monthly missives or listen to our podcast, you probably a) have too much free time, and b) understand that we have an affinity for wordplay. One of my favorites is the elusive triple entendre. I still remember being distracted for almost an entire soccer match because two of my teammates and I had discussed the concept before kickoff and spent the better part of 90 minutes trying to think of the best example possible.

Market Commentary September, 20202020-10-16T18:38:52+00:00

T&C | Diderot, Veblen, and Burgundy?

2020-09-01T15:21:19+00:00

We discuss the psychology behind investors’ current affinity for glamour stocks and why it may not end soon, how this relates to the Fed’s new inflation policy, and why Will loves lamp.

T&C | Diderot, Veblen, and Burgundy?2020-09-01T15:21:19+00:00

T&C | Cramer vs. Kramer vs. Kramer

2020-08-25T11:33:44+00:00

We look to Jim, Rex, and Cosmo, collectively the “C(K)ramers”, for perspective on the Fed, market multiples, the shape of the recovery, and the Dunning-Kruger effect.

T&C | Cramer vs. Kramer vs. Kramer2020-08-25T11:33:44+00:00

Commentary July, 2020

2020-07-20T13:18:22+00:00

One (of many) things I’ve learned from the compulsory homeschooling forced upon us by the quarantine is that homeschooling is difficult. Setting aside the environmental and psychological aspects (the role of “parent/teacher” is wildly unpopular in our house for all parties) some subjects, such as English, are quite challenging.

Commentary July, 20202020-07-20T13:18:22+00:00

Nano One Technologies

2020-10-30T19:11:52+00:00

Can Nano One Technologies’ “One Pot” Approach Be a Jackpot for Investors?

Nano One Technologies2020-10-30T19:11:52+00:00

T&C | The Icarian Paradox

2020-07-10T22:21:03+00:00

Escape from the labyrinth and explore why physics don’t comport with the Icarus myth, and how the same kind of first-order thinking is affecting markets, where certain sectors and companies are in rarified air.

T&C | The Icarian Paradox2020-07-10T22:21:03+00:00

COVID-19 Contact Tracing Scams

2020-07-08T19:32:31+00:00

Contact tracing involves identifying people who have been contact with individuals who have tested positive for COVID-19 (or other infectious diseases). Contact tracing is an important part in moving forward as more businesses and recreation sites reopen.

COVID-19 Contact Tracing Scams2020-07-08T19:32:31+00:00

T&C | The Analyst and the Arsonist

2020-07-08T19:21:10+00:00

We discuss the increase in COVID cases and its implications for consumer behavior, the Japanification of the U.S. (and what it means for financial stocks and gold), a recent purchase for our investors in the electric vehicle/drone space, and investors burning themselves through day trading.

T&C | The Analyst and the Arsonist2020-07-08T19:21:10+00:00

Workhorse Group, INC.

2020-10-30T18:58:17+00:00

The Small Cincinnati Company “Delivering” in the Electric Vehicle Race

Workhorse Group, INC.2020-10-30T18:58:17+00:00

T&C | The Odd-I-See

2020-06-10T18:35:00+00:00

Formidable Asset Management's Will Brown and Adam Eagleston discuss the Odyssey investors have experienced in 2020, consumer trends associated with the re-opening of the economy, and the oddities we have seen with the behavior of certain stocks popular on Robinhood. Plus, a little mythology and history, as well as obligatory references to the shape of the recovery and associated chart crimes (we’re looking at you, CNBC, and that recent unemployment graphic).

T&C | The Odd-I-See2020-06-10T18:35:00+00:00