Sublime
An inspiration engine for ideas
Felix Zulauf's big market calls for 2024 & beyond:
- S&P 500 makes minor new highs in Q1 2024 (4900) but this will be a "trap" that will suck in too much capital at the wrong price & cause a "big" decline. Oct 2022 lows (<3600) very much in play
- Bond rally likely to continue - for now. But... See more
Jack Farleyx.comBryan Lawrence: How to beat the market using concentrated value investing
youtu.be
Public markets reward predictability.
Patrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist
Abhishek Maran
substack.com
One of the greatest mistakes I see smart people making is assuming that the S&P 500 will yield 8% “because it always has”.
I would to introduce them to Japan’s Nikkei 225. If you bought the index in 1988 (!!!) your return would be negative 25 years later.
Turns out valuation matters. 👇🏻... See more