$FICO credit scoring appears to be in the #AI business.

#FederalDebt to #GDP is at levels not seen since #WWII. This is unfortunate given that we aren't funding a world war and the increase in debt is the result of stimulus measures that started with the dotcom bust in 2000 and have persisted through the housing bust and the pandemic.

Everyone buying $NVDA today at 730+ where were you 5 years ago at 39?

They say you can't time markets, but every trade is timing the market. Are you timing it at a good price or a bad price? #StockMarket

If you bought $SPX at the top of dotcom you're up 200%+. If you waited 9 years and bought at the bottom of the housing bust you're up 600%+.

The Risks of Diversification #diversification
open.substack.com/pub/intrinsi...

#Bitcoin explained in one slide

Down the Sideways Market: Stock Markets Don't Always Go Up #stockmarkets #sideways
open.substack.com/pub/intrinsi...

With #AI the talk of the town, now is the time to get into chip stocks. Despite the recent run-up, being #overweight in the sector could result in hefty gains.

Using #FederalReserve assets as a proxy, the US has been in a #recession since 2007.

The Opportunity of Being Wrong
intrinsiccontrarian.substack.com/p/the-opport...

Buying is Selling
open.substack.com/pub/intrinsi...