The equity markets have been more turbulent of late. As I type, most markets outside the U.S. are around 20% off their highs and the U.S. markets are in a ~10% drawdown. Today, the NASDAQ is off more than 3%, apparently based on earnings reports from Amazon and Alphabet which were not well received. I am dropping a quick note during this market turbulence to update on a “tactical” move I made in one of my accounts. I went to cash… Continue reading “Gone to Cash…”
Tag: faber
Media Pin of the Week – More GMO
In this week’s finance media curation post, I am flagging another episode of a podcast we have explored before. The guest should also be familiar to most of you. I also indulge in a bit of “macro trippin.” Continue reading “Media Pin of the Week – More GMO”
For Your Viewing Pleasure: John Malone
Some videos and thoughts about John Malone.
I came across some pretty good/entertaining videos on Youtube about John Malone, of Liberty Global, etc…you know, The Cable Cowboy. I thought I would share with you and assemble them here for my future reference. Continue reading “For Your Viewing Pleasure: John Malone”