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But we saved everything 🙂.
Howard Lindzon shares highlights from his latest newsletter, addressing topics such as rampant inflation, the SpaceX initial public offering, and the evolving landscape of stock selection.
Lindzon also introduces the concept of 'The Lazy Workaholic' and comments on how unpicking stocks is becoming a key skill in current markets.
Lindzon previously observed that semiconductor stocks remain well above their 200 day moving average and could outperform 1999 levels. In a separate update, he noted that the stock market has shown continued resilience despite widespread investor concern. These themes have featured regularly in his market commentary.