
Ep. 15 - 2025 is Set to Be a Stock Picker’s Market
When all hope is lost, we yell to buy stocks.
When all hope is found, we enjoy the ride.
2025 is set to be a stock picker’s market.
One of my all-time favorite investor quotes came from The Oracle of Omaha, Warren Buffett.
Beware the investment activity that produces applause; the great moves are usually greeted by yawns.
This is so true. How often have we witnessed sentiment shift to extremes…only to revert to the mean?
A terrific example was one of my favorite calls from this Summer, when we made an extremely non-consensus pitch to get ready for a monster reversion trade for the ages.
Back…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.