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Market Commentary – The Simpsons Did It – October, 2021

2021-10-11T21:30:49+00:00

It was almost 20 years ago when the gang at South Park titled an episode “Simpsons Already Did It,” a quasi-homage to The Simpsons’ longevity and off-the-wall shenanigans. Given The Simpsons are still creating new episodes (some derivative of prior episodes), it is unsurprising we have reached the point where life is imitating art enough to inspire enough content for one of our newsletters. Our aim here is to educate and hopefully avoid the ire of Jeff Alberston (pictured below) by writing our worst newsletter ever:

Market Commentary – The Simpsons Did It – October, 20212021-10-11T21:30:49+00:00

Market Commentary – The Guns of August – August, 2021

2021-08-13T20:27:52+00:00

After spending the last few months mired in pop culture, seems we should diversify this month and look to one of our favorite books, an underappreciated tome on an underappreciated topic: World War I. Generationally, many of us have a connection to World War II, and there has been much more ink and media committed to the sequel than to the Great War. Having said that, the seeds of WWII were planted on the fields of Verdun and the conference tables at Versailles.

Market Commentary – The Guns of August – August, 20212021-08-13T20:27:52+00:00

Market Commentary – Dukes of Haz(z)ard – July, 2021

2021-08-13T20:14:57+00:00

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 – Dukes of Haz(z)ard – July, 20212021-08-13T20:14:57+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

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

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

Market Commentary – Variant Perception – March, 2021

2021-03-05T16:45:30+00:00

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 – Variant Perception – March, 20212021-03-05T16:45:30+00:00

Market Commentary – Fight Club – February, 2021

2021-02-05T20:08:53+00:00

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).

Market Commentary – Fight Club – February, 20212021-02-05T20:08:53+00:00

Market Commentary – War Games – January, 2021

2021-01-30T05:13:05+00:00

What is clear is that this year has been widely regarded “unprecedented”, an overused term Recently, we have seen many instances of “unprecedented” behavior and this last two weeks of market trading is another chapter in this unprecedented time. In order to enjoy this “meal of information” we are going to now “set the table,” and try to explain what is happening in the stock market.

Market Commentary – War Games – January, 20212021-01-30T05:13:05+00:00

Market Commentary – Parallel Universe – January, 2021

2021-01-05T22:19:10+00:00

Though Neil DeGrasse Tyson would reprimand us, probably in a condescending manner, about ascribing significance to an arbitrary day commemorating one revolution of the earth around the sun, people, in general, put stock in the “new year.” The level of excitement associated with the arrival of 2021, closing the books on a year that will certainly live in infamy, is rivaled, at least in my lifetime, only by the mania associated with the end of 1999 as we stared into a new millennium.

Market Commentary – Parallel Universe – January, 20212021-01-05T22:19:10+00:00