- The markets surged yesterday and look set to surge today. It’s a constant reminder to not try to time the markets. History shows that missing a very small number of big up days seriously hurts your long term returns.
- RH jumped 10% yesterday and is set to jump further today.
- I largely don’t invest in individual stocks. Two I do have positions in are Astera Labs down 58% YTD and Palantir Technologies up 24.5% YTD.
Media Recommendations
June 2, 2025
5:33 pm
I love the podcast Geoffrey Cockrell recently did where he interviewed Bart Walker on DSos.