Good earnings with forecasts of consistent inflationary pressures is the worst case scenario. $AAPL

Can be applied in so many situations!

Is Russia Preparing to Invade Ukraine? youtu.be/nm2fB8vphLk YouTube

“The masses have never thirsted after truth. Whoever can supply them with illusions is easily their master; whoever attempts to destroy their illusions is always their victime.” - Gustave Le Bon Maybe this explains Meet Kevin’s situation

“Investing is the intersection of economics & psychology. […], the valuation of the business is not hard. The psychology is: How much do you buy? Do you buy at this price? Do you wait for a lower price? […] Those are the hard things.” - Seth Klarman

⁦Ray Dalio⁩’s company Bridgewater recently published this piece on changes in #MonetaryPolicy and their impact. Especially interesting for the #permabulls among us. bridgewater.com/research-and-i…

Old, but good