Blogs
Market Commentary – Dukes of Haz(z)ard – July, 2021
One of our colleagues was kind enough of send us footage of his recent family trip to Washington, D.C., which included a Clark Griswold-like stop at a Dukes of Hazzard-themed museum/restaurant in Virginia.
Market Commentary – Crazy Pills – June, 2021
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 – Picking up Pennies – May, 2021
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 – The Ted Lasso Market – April, 2021
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 – Variant Perception – March, 2021
Cliches. The investing world is full of them. Wide-moat business. Intrinsic value. Be fearful when others are greedy. Skate to where the puck is going. Everyone has a plan until they get punched in the face.
Market Commentary – Fight Club – February, 2021
We looked at 2020 through the lens of 1999, specifically its worst music. Strangely, while the music from 1999 was dreadful, the films released that year were truly outstanding. This first month of 2021 reminded us of several classic films from 1999. With that, let’s Go (underrated cult classic).
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