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Why the ‘Dean of Valuation’ Just Sold His Nvidia Stock

Barron's Streetwise

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The Importance of Choosing Between Experts and the Market

The economy has been remarkably resilient in spite of talk from experts about how much it's going to slow down and the recession eminently around the corner. I think that we've lost trust in experts to tell us what's going to happen. We looked at the markets more. The lack of breadth thing drives me crazy, markets have never had breadth. There's the exception rather than the rule. People are running out of good reasons to tell you not to invest in stocks.

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