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The Bet

The Compound and Friends

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Morgan Stanley Outperforms Goldman Stanley Over the Last Year

On October 2018 is when David Solomon started. Morgan Stanley, who is crushing it, is up 90%. Goldman is up 52%. XLF is up 21%. And so that's just in time. But we're acting like it's so bad. Over the last year, it's not that bad. This is just internal drama, though. That's what I think is about the bonuses. The cool thing about this is investors is when people are distracted by a bunch of noise, it can be a good entry point. If you circle back to what I was talking about with the bet, don't believe everything you're really...

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