Ep. 36 - Forced ETF Liquidations are Over
We’ve been front and center during the latest equity wipeout.
As headlines churn from tariffs to recession worries, our stance has been to buy into the meltdown.
The evidence points to the worst being behind us.
Forced ETF liquidations are over.
One tenet of great investing is to take the other side of the crowd. Warren Buffett said it best, “Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”
He’s right. Often the unpopular stance is the great move.
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The skinny
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