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I am long overdue to visit the Archives! 😃

10kreader.com is gone. 🤷

I remember Double Click! Does that make me old? 👴

The chart from Flame University is awesome! That needs to be reposted in the Circle Community! 👍 Today is Oct 11, 2024. According to the chart I think we are two or three steps above the bottom with plenty of room before the top.

Looking back at Q2 2020 through Q4 2021, I see a lot of signs markets were running toward a top.

Number 1 - We seemed to have lots of SPACs.

Number 2 - Asset prices shot up like rockets starting Q2 in 2020.

Number 5 - A class of investor celebrities came about. Bill Ackman and Cathy Wood were all over.

Number 6 - Volume was heavy!

Number 8 - People were buying art, wine, and collectables.

Number 11 - Retail / amateur investors stuck at home with COVID stimulus money stimulated markets.

Number 12 - Everything was "cloud this", "cloud that". You could cut the euphoria with a spoon!

Then when inflation hit and rates rose, we saw our trip down to the bottom.

Number 1 - No more SPACs.

Number 4 - Multiples contracted.

Number 6 - Rates actually rose because of inflation but now we are seeing rates fall. Soft landing?

Number 9 - Nobody liked REITs.

Number 11 - Investors sold equities and bought Treasury issues.

Number 12 - Sam Bankman Fried and his cronies got busted.

Number 13 - Nobody is happy with inflation.

I'm printing that chart and hanging it! 🖼️

Google says the quote, "Checking your stocks daily is like putting up a webcam in the forest to see if the trees are growing." came from Burton Malkeil. Is that true?

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Love this!

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" All shareholder letters Warren Buffett " is not available. can you update it?

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