2min chapter

The Compound and Friends cover image

The Bet

The Compound and Friends

CHAPTER

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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