What’s Next?Are the prospects of Jae’s Rib Shack actually 5% higher within the first 3 weeks of the year (as the S&P 500 is)? Probably not, but no one is asking me. There is a very strange combination of enthusiasm, lower earnings projections, and a more stable...
Does Jamie Dimon Watch Jae’s Corner?Still not financial advice.Jae's Corner: Uncommon Financial Insight is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Nothing More, Nothing LessJae's Corner: Uncommon Financial Insight is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Jae’s Manifesto Rule #3: Don’t Confuse Commodity With SpecialtyThe reality is that I spend most of my time thinking: “how can I explain it so that a common-sense person can understand it?” The problem I have created for myself is that people take away the idea that...