Fits and Starts
Lou WhitemanDrama is overrated. Boring is better.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 103 | Last Issue | 2 years ago | Active |
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Be prepared
I’ve been quiet. Somewhat intentionally, because I don’t really want to talk about politics and everything these days is politics and that is no fun. Somewhat unintentionally, because things are changing so quickly the written word and publ...
Distorted realities
I’ve tried to be clear that nothing written here should be construed as individual investing advice. It is merely me journaling my thoughts at any given moment. And my thoughts are often wrong, or at least incomplete. Use this for education...
Buckle Up
Given my focus on years or even decades, I don’t tend to get too caught up in earnings season. Very little happens over a three-month span that really changes a long-term thesis. So, I spend earnings season mostly listening for vibes and ma...
Beware Vigilantes
“We never know where we're going. But we sure as hell better know where we are.”
Howard Marks
I’ve been asked a lot for thoughts about the new “Department of Government Efficiency,” and specifically what it might mean for defense and gove...
We all know everything
We all have heard about the butterfly effect, the idea that a butterfly flapping its wings can set of a chain of events that leads to a rainstorm half the way around the world. We experienced the investor version of this phenomenon as the m...
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Investor * Writer * Fool
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