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When the Facts Change, We Change Our Minds (Anatomy of a Sale)

Listen on: iTunes | Google Podcasts | Online Even before the coronavirus we were not big fans of the airlines business. Planes are expensive. Airlines have to pay for them whether they are fully occupied during normal economic times or when they are half-loaded during recessions. Their other big cost is fuel – airlines have little control over it. If […]

Nifty FAANG and Other “One Decision” Investment Strategies

Listen on: iTunes | Google Podcasts | Online If in early January, you’d have described to us everything that was to happen with the world and global economy and then asked us to guess where the stock market would be, we would not have guessed it would be at today’s level. Looking at the stock market today, the first thought […]

The Fischer Random Chess Stock Market

Listen on: iTunes | Google Podcasts | Online I grew up in Russia, where chess was a spectator sport. Chess is almost as old as the New Testament and has only gone through minor changes over its long history. Chess has the longest recorded history of any sport – you can study the first recorded game, played in Valencia, Spain […]