Equinimity
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The Rotation Will Continue Until Morale Improves
Plus, a few snapshots from earnings season... and hat tips.
Feb 17
•
Johnny Russell
1
Looking for Signals in the Software Noise
Yet another post about the meltdown in software stocks...
Feb 10
•
Johnny Russell
1
Dollar Regimes and Stock Market Returns
Capital Flows to Where it is Treated Well
Feb 3
•
Johnny Russell
1
"It is an Exciting Time to be a Discerning, Long-Term Investor"
Yet another post about software vs. semis.
Jan 27
•
Johnny Russell
6
2
2
Market Checkup: Small-Caps and Sector Rotation
Intermarket Analysis, The US Has Already Defaulted, Hat Tip
Jan 20
•
Johnny Russell
2
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AI Will Work in Mysterious Ways
Plus: Dow Theory in Action and Hat Tip
Jan 13
•
Johnny Russell
2
2
Decomposing Stock Returns: 5-Year Lookback
Mind boggling earnings growth... but where's the cash flow?
Jan 6
•
Johnny Russell
2
2025 Was a Volatile Year for the S&P 500
Markets overshoot, both to the upside and downside.
Dec 30, 2025
•
Johnny Russell
1
2
The Map Is Not the Territory
It's 2026 Market Outlook Season
Dec 23, 2025
•
Johnny Russell
1
The Magic Elixir of Economic Growth
Rotation Watch, The Fed's Thankless Task, Productivity Elixir, Hat Tip
Dec 16, 2025
•
Johnny Russell
1
Is "AI" Killing Software Moats?
Software value traps(?), Hat Tip, Not That You Asked...
Dec 9, 2025
•
Johnny Russell
Barbells All the Way Down
Media Diet, Tour de Charts, Hat Tip, From the Bookshelf
Dec 2, 2025
•
Johnny Russell
1
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Equinimity
/ˈekwɪˌnɪmɪti/ noun Definition: A made up word. The quality of maintaining composure and evenness of temper as an equity investor.
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