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November market musings breakdown: The true rate of unemployment The deterioration of the bottom 60% of consumers and […]
The market is materially mispricing the strength of the US consumer whose weakness will lead the US economy […]
The world is back to normal. The S&P is ~1% from its high, China is stabilizing, the U.S. […]
The current bull market has lasted 2,407 days, the third longest in history behind the run from 1949-1956 […]
– To justify the current valuation, the company must grow revenues by 30%+ compounded annual through 2025, with […]
GoPro is up 211% from its IPO. Those that were ballsy enough to get into the name as […]
The full report can be found here: JCP.report.10.17
PDF: How Pennies Make Dollars