Monthly Archives: July 2025

Green: high-quality bonds offer rare value, while equities overpriced and speculative

Posted on July 28, 2025 by Danielle Park

Worth a listen to this one. Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a direct video link.

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Klarman on Finding Value and Maintaining Discipline

Posted on July 24, 2025 by Danielle Park

A world focused on selling us investment products and ideas spends little time defining sell or aversion rules. If someone tells you what they own or would buy, ask them when they would sell it. Most haven’t thought that far; … Continue reading →

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Meme-stock craze, season two

Posted on July 23, 2025 by Danielle Park

The 2023–2024 rate hikes and bear market wipeouts tamped down rampant retail speculation. But in 2025, rate cut expectations, along with AI-inspired price rebounds year to date, have reignited animal spirits. ChatGPT astutely observes that “Day trading’s resurgence may also … Continue reading →

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