When I started out investing, I fell in love with the idea of being a market god. Outlier stocks hadn’t yet crossed my mind. Years later I read this great book, “More Money Than God” by Sebastian Mallaby. In it he profiled my heroes. The hedge fund titans who were MAUs or Masters of the …
Archives for July 2020
Juice Is Loose
At MAPsignals, we live by the numbers. But sometimes data can change its mind. We interpret it and deliver those results. We seek to surf the data and react to what it’s telling us at that moment. Of course, you can try to anticipate it, but that means sometimes you can get it wrong. That’s …
Vroom Vroom
My son loves it when I hit the gas in the car. When he wants me to speed up he says, “let’s do the vroom vroom, daddy!” That just means – floor it! He gets a cheap thrill when I press the pedal to the floor.
Winner Take All
I told my wife I’d be home by 10. Famous last words… By 11:30 she called to find out where I was. I was playing in a local poker tournament- winner take all. If I quit early, I was heading home empty handed. In the end, she was happy.
Construction Zone
We’ve all seen “SLOW – CONSTRUCTION ZONE” signs while we’re cruising along the highway. They tell us to slow down and watch out for workers.
Most Frequent Top 20 First Half 2020
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MAP View First Half 2020 Performance
Even with a pandemic, our performance crushed the market. That deserves a high five. Below… Want to access this content? Get MAP.
