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MI2 Partners Thoughts From The Divide: Hopes and Dreams

BY JON WEBB
When asked for his thoughts on Tesla Inc., whose stock Chanos has previously shorted, he drew on the Cisco parallel once again. “There’s always one stock in every bull market that has that, at least that imprimatur of, I call it hopes and dreams,” he said. “Everyone can really project their hopes and dreams onto that company and then value it any way they want. And Cisco was that company, by the way, in ’99. And [now] it’s undoubtedly Tesla.” Read more →

Thoughts From The Divide: Tricks

BY JON WEBB
Perhaps it’s just us, but as the spooky season returns and jack-o-lanterns bedeck porches, we notice that markets and commentators also seem a bit skittish. Maybe it’s the looming election, or perhaps the geopolitical horror shows, but folk seem surprisingly easy to spook. Case in point was the hullabaloo around the $44bn jump in US (government) debt. The hue and cry of folk such as ZeroHedge were enough to get more mainstream interest, including the owner of X and a son of FP Trump, to take notice. The jump is seasonal, as Constan and others pointed out, rather than some ghoulish trick, but of course it’s easy to make fun of those who took fright. But perhaps this misses the point about horror movies. Some argue that the genre works for some because it allows them to push their boundaries and learn the limits of their fears. If that describes you, we recommend reading the CBO Long-Term Budget Outlook. For others, referred to as “dark copers”, the appeal of horror movies might lie in “anxiety or fear that they’re feeling in their life, and they use scary genres like horror to kind of work through those feelings”. Read more →

NDR Dynamic Allocation Strategy July 2023 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
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