May 23, 2022
We humans are collectively horrible at timing-- true "contrary indicators". It's a pretty good bet that when we are ready to throw in the towel, it's a a decent time to be a buyer. Have we reached one of those points?
May 02, 2022
April was a volatile month for investors. But cycles come and go. Nothing in the current environment suggests that companies have lost the ability to build long term value.
