What’s behind the door?
Earnings season in the United States is in full swing. I love this time in the markets, as the most important companies in the world issue their quarterly report cards. Let’s focus on what it means to “beat expectations” or, if you really want to sound fancy, “beat the street” – a reference to Wall Street although Maude Street in …
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What’s behind the door?
Earnings season in the United States is in full swing. I love this time in the markets, as the most important companies in the world issue their quarterly report cards. Let’s focus on what it means to “beat expectations” or, if you really want to sound fancy, “beat the street” – a reference to Wall Street although Maude Street in …
View Post
What’s behind the door?
Earnings season in the United States is in full swing. I love this time in the markets, as the most important companies in the world issue their quarterly report cards. Let’s focus on what it means to “beat expectations” or, if you really want to sound fancy, “beat the street” – a reference to Wall Street although Maude Street in …
View Post
Massmart and the case for cutting through the noise
After the market crashed in March 2020, I decided to take a risk. Believing that the valuations were ridiculously low and that they couldn’t possibly stay there, I emptied a big chunk of my access bond into the market. Essentially, these were bonuses I had saved over the years. I treat my bond like a revolving credit facility at a …
View Post
Massmart and the case for cutting through the noise
After the market crashed in March 2020, I decided to take a risk. Believing that the valuations were ridiculously low and that they couldn’t possibly stay there, I emptied a big chunk of my access bond into the market. Essentially, these were bonuses I had saved over the years. I treat my bond like a revolving credit facility at a …
View Post
Massmart and the case for cutting through the noise
After the market crashed in March 2020, I decided to take a risk. Believing that the valuations were ridiculously low and that they couldn’t possibly stay there, I emptied a big chunk of my access bond into the market. Essentially, these were bonuses I had saved over the years. I treat my bond like a revolving credit facility at a …
View Post