What We Learned from David Swensen

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



See also 

4 Investing Lessons from David Swensen (Nick Maggiulli, May 11, 2021)



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