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Latest Insights on XPER

Sometimes It's Okay to Lose Your Shovel Sometimes It’s Okay to Lose Your Shovel Mike Carr never met his grandfather, but his life story still has a profound impact on the way he approaches trading.
Meta plummets disappointed but not surprised meme Meta’s Massive Miss; Spotify’s Rogan-omics; T-Mobile Rollin’
by Joseph Hargett February 3, 2022 Great Stuff
Sucks To Zuck Did y’all just feel that? A great disturbance in the social media Force — as if millions of Facebook investors cried out in terror and were suddenly silenced. I feel that something terrible has happened, Great Ones. To find out, we have to get meta … again. Dude, if you bring up […]
Nike and other sneaker companies don’t make any money from resales. But thanks to the metaverse, that’s about to change… Nike’s Metaverse World Is the Future of E-Commerce Nike and other sneaker companies don’t make any money from resales. But thanks to the metaverse, that’s about to change…
With mutual fund and ETF assets increasing 88% between 2016 and 2020, a passive investment bubble has formed. Performance Chasers Turned This ETF’s River Into a Swamp
by Charles Mizrahi February 3, 2022 Investing, Real Talk, Stocks
(3-minute read) Performance chasers got the worst of both worlds when they invested in a popular exchange-traded fund.
What the Smart Money Did on Friday and Monday My reaction to those big up days was probably like yours. Momentum (aka growth) stocks in The Bauman Letter’s model portfolio have taken a beating since the beginning of the year. So has my personal portfolio. So, when those stocks jumped like a frog off a hot highway on Friday and Monday, I breathed a sigh of relief.“ The worst must be over. The smart money is piling back in.” That’s what I wanted to think. But the facts tell a different story … and prove why smart investors ignore short-term moves like these.

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