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Don't buy defense stocks today
Oct 09, 2023

Don't buy defense stocks today

Ignore what the hot takes are telling you.

Lou Whiteman
Lou Whiteman
The power of the filter
Oct 04, 2023

The power of the filter

I trust public markets. Which is why I hate IPOs.

Lou Whiteman
Lou Whiteman
Between chaos and order
Sep 22, 2023

Between chaos and order

Nature is healing itself. We'll all be better for it.

Lou Whiteman
Lou Whiteman
GIGO investing
Sep 14, 2023

GIGO investing

A real master of the universe wouldn't bother taking the time needed to sell you the secret formula for success.

Lou Whiteman
Lou Whiteman
Not everything is a circus
Aug 31, 2023

Not everything is a circus

Be afraid when bulls fall back on a cliche to argue against the obvious.

Lou Whiteman
Lou Whiteman
"Navigating By the Stars Under Cloudy Skies"
Aug 29, 2023

"Navigating By the Stars Under Cloudy Skies"

We would be wise to listen to what Jerome Powell is telling us.

Lou Whiteman
Lou Whiteman
You can't fight human nature
Aug 24, 2023

You can't fight human nature

I talk a good game. Please disregard what I actually do when the pressure is on.

Lou Whiteman
Lou Whiteman
The well is running dry
Aug 18, 2023

The well is running dry

A big consumer tailwind in recent years is just about depleted.

Lou Whiteman
Lou Whiteman
Chickens and eggs
Aug 16, 2023

Chickens and eggs

The self-proclaimed solution to financial anxiety is also one of the primary reasons we feel so anxious.

Lou Whiteman
Lou Whiteman
Simplifying simple
Aug 11, 2023

Simplifying simple

We probably never go far enough when trying to take the complexity out of investing.

Lou Whiteman
Lou Whiteman
Chitting and chatting about TransDigm
Aug 07, 2023

Chitting and chatting about TransDigm

A podcast deep dive into one of my favorite companies

Lou Whiteman
Lou Whiteman
Earnings Hindsight: AerCap
Aug 01, 2023

Earnings Hindsight: AerCap

Quick thoughts on AER's latest quarter

Lou Whiteman
Lou Whiteman
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Fits and Starts

Drama is overrated. Boring is better.

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