Author Archive
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Jun 19, 2026In my 45 years in the investment business, we've observed numerous peaks of excitement. [...] It has now hit a recent peak of 7,580. -
Jun 5, 2026History would argue that investing in popular securities and heavily concentrated versions of the S&P 500 over history has been the worst thing ever for investors! -
May 15, 2026There is a big difference between betting on something and investing in meritorious companies with long holding periods.
