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Issue #1··5 min read

The First Bag

Welcome to Bagholder. Here's what we're watching this week.


Opening Thoughts

Welcome to the first issue of Bagholder.

Market Recap

Markets were mixed this week…

Interesting Chart

Keep an eye on the VIX.

Deep Insight

The best investors aren’t the ones who are never wrong — they’re the ones who learn fastest from being wrong.

Reading List

  1. Howard Marks’ memos
  2. Morgan Housel on behavior

What I’m Watching Next Week

Earnings season kicks off with the tech giants.


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