Issue #1July 21, 20265 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
- Howard Marks’ memos
- Morgan Housel on behavior
What I’m Watching Next Week
Earnings season kicks off with the tech giants.