Monday, July 14, 2025

Sometimes You're Happy for the Wave the Other Guy Caught

Yeah, that's pretty much how you feel if you are a surfer paddling out and you see this. Great wave walling up; a longboard rider in perfect position; no other riders in sight; glassy (smooth ocean surface). And you're thinking, aside from elation for the other guy, that you will be in the lineup soon and you can expect a wave similar to that, soon!



No comments:

Equity Valuations are High, But are They "Too High?"

As common as it is to compare today’s artificial intelligence equity valuations to dot-com bubble levels, there is a reasonable argument to ...