Denominator
Magnificent 7 ONLY

Magnificent 7 ONLY

Magnificent 7 OnlyJae’s Rib Shack? Meh. You can see IWM which is higher by 3.9937% since January 20, 2023, a year ago. Cash in a money-market mutual fund has beaten the IWM, without the risk.Don’t Forget: This Is Never UntrueNeither Is ThisThis is an important week,...

September Is “Suddenly” Nasty

September Is “Suddenly” Nasty

September Is “Suddenly” NastyOn July 29, I hurriedly wrote an email to the stable (which is our narrow set of clients that keep the lights on over here, we have bills yanno). The title was “We’re gonna party like it’s is 2022.” Here Is The Email I SentClosed list...

What’s Next?

What’s Next?

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...