I chatted with Tom Keene on what I learned from Yale’s David Swensen, why this is not the Elon Musk top, the folly of choosing sectors, and how bull markets end.
(Note: I got the Druckenmiller OpEd exactly backwards)
Tech Stocks Got Ahead of Themselves, Ritholtz Says
Source: Bloomberg, May 11th, 2021
4 Investing Lessons from David Swensen (Nick Maggiulli, May 11, 2021)