Subscriber Comment of the Day
Some deep thoughts from TKF:
TKF
Always look forward to “Tell Me Something I Don’t Know”.
“More Tales Tales From Nvidia” is valuable…and fun. The financial gymnastics are bubblicious. It’s a strong thesis you are sussing out…building a mosaic. I subscribe for your thoughts and process…your experience.
If Michael Burry and Steve Eisman had written continuous articles before the 2008 GFC they would have been valuable. An increasing percentage of readers would have seen cracks in the dam before it broke.
More importantly those readers would have been able to proactively play out scenarios for action…watch for confirming evidence scenario is occurring, avoid companies in the blast zone, secondary affects, and figure out if some companies could benefit. If nothing else, you could do mental gymnastics to see if you agree or disagree.
Investing/trading is all about possible scenarios.
Everyone’s experience/gut feels guides them to situations…large and small…playable and untradable.
I follow different traders/investors to learn and get ideas. I disagree with some, don’t understand some, and change my mind on some. Very few lead to trades…but they spur new thinking/understanding and add color to my mosaic.
Position: None
