“My portfolio is very balanced… I have half my assets in cash and the other half is in pain…” My brother-in-law told me that the other day and it made me chuckle. I’m guessing that pain allocation resonates with more than a few people right now. We’re holding 68% cash in the MO…
Bear market, bull market, in between...
Acima Business Distorts Long-term Core Earnings Power
What NOT to do in volatile times like these...
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This will make you sit up in your chair (emphasis mine): In the 1990’s Harvard Business School’s Amy Edmondson performed some research to try to…
Will You Lick The Knife Of Lower Prices?
Stable Cashflows For A Decent Price
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Macro Ops Musings