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Be prepared
Mar 15, 2025

Be prepared

The only way to survive through chaos is to assume the perceived threats are real.

Lou Whiteman
Lou Whiteman
Distorted realities
Feb 21, 2025

Distorted realities

The Palantir plunge is stupid. But no, that doesn't necessarily mean you should run in and buy the dip.

Lou Whiteman
Lou Whiteman
Buckle Up
Feb 11, 2025

Buckle Up

Reading the tea leaves of earnings season.

Lou Whiteman
Lou Whiteman
Beware Vigilantes
Jan 31, 2025

Beware Vigilantes

We don't know what the "Department of Government Efficiency" will actually do, but we can muse about its motivations.

Lou Whiteman
Lou Whiteman
We all know everything
Jan 11, 2025

We all know everything

The “smart trade” has become crowded. And so, the alpha for being smart has diminished.

Lou Whiteman
Lou Whiteman
Old Angst Times
Jan 01, 2025

Old Angst Times

Only an idiot makes market predictions. Which makes me highly qualified.

Lou Whiteman
Lou Whiteman
G-X-Ugh
Dec 04, 2024

G-X-Ugh

One of my fanboy stocks is having a rough day.

Lou Whiteman
Lou Whiteman
E morte, ad vitam
Nov 30, 2024

E morte, ad vitam

Did anyone actually notice I was gone?

Lou Whiteman
Lou Whiteman
Stop!
Aug 05, 2024

Stop!

In times of uncertainty, the best choice can be to do nothing at all.

Lou Whiteman
Lou Whiteman
The power of time
Jul 26, 2024

The power of time

Here's a stock that was beaten down that has recovered nicely in the last few quarters.

Lou Whiteman
Lou Whiteman
From the Vanguard to the rear
Jul 06, 2024

From the Vanguard to the rear

One of the nation's largest retail brokerages is convinced it knows better than you.

Lou Whiteman
Lou Whiteman
QXO. Again.
Jun 14, 2024

QXO. Again.

Is now the time to buy QXO stock?

Lou Whiteman
Lou Whiteman
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Fits and Starts

Drama is overrated. Boring is better.

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