Emil
๐ค SpeakerAppearances Over Time
Podcast Appearances
In the hopes that it doesn't go down further.
This is why I never touch the markets.
I almost feel like the way the markets function now is about as anti-consumer an investor as it could get.
Because it's not like regular people have access...
to any of the signals they'd need to actually, well, I guess now everyone's doing insider trading, it doesn't really matter.
But it feels like following one's nose or actually understanding fundamentals doesn't really matter.
You've got enough deals that are just completely fake with AMD and Broadcom and all that.
I'm very much focusing on tech stocks.
The market isn't
reacting to reality if it ever did.
And I'm trying to work out whether this is a remarkable era or just one of many pants shittings for the market.
I mean, dude, what we're all describing basically is another old, uh, phrase that bull markets climb a wall of worry.
And it's like the, the worry is, can this be sustained?
Is this real?
Um, and yeah,
Surely, throughout the way up, there are companies that are going to have poor earnings or suspend dividends or have their CapEx suddenly skyrocket or whatever.
And those companies definitely will get hit, but...