aianalysisapplearoundbackbadbearbetsbigbitcoinbondbondsbreakdownbuffettbullbullishbuybuybacksbuyingcallcallscheapcheapercomingcompaniesconcentratedcontrariancorrectioncostcoveredcpicrashcrazycryptocurvecutcutsdatadaydebtdecadedeepdefaultdivedollardondotdownsideearlyearningseconomiceconomyelectionelectionsemploymentendequityetfsevereveryoneexpectationsexplainedexplainingfearfedfederalfirstforwardfundsfuturegamestopgdpgetgetsgettinggogoesgoldgoodgrowthhardhedgehedgedhedginghighhigherhighshistoricallyhousinghugeimpliedincomeindexindicatorinflationinterestinternationalinversioninvestmentinvestorsjustlastlongloselowlowermagmakemakesmarginsmarketmarketsmattermaymicrostrategymidtermmoneymortgagemovesmultiplesnearnetflixnewsnownvidiaoiloptionoptionspepeopleperformanceplotsplusportfolioportfoliospostpowellpredictionspricepricesprobabilitiesprobabilityproblemprofitputrateratesreallyrecessionrecessionsreservereturnsrisingrisksellselloffshortsincesinglespikespreadspreadssqueezestillstockstocksstrategiesstrongtalkstargettargetstariffsteslatimetodaytoptradetraderstradingtreasuriestreasurytrumpunemploymentususelessusingvaluationsvaluevixvolatilitywallwatchwillworkworstwrongyearyearsyieldyields