- The three major market events or themes of 2021's first quarter all shared a common theme - short-term thinking overwhelming valuations.
- While the GameStop and Viacom moves were more isolated, they reflect similar dynamics to the reopening trade.
- For individual investors, knowing what your company "should" weigh and why the market might or might not be voting in its favor can help in times like these.
- I discuss the market swings, and share thoughts on my new positions in Arlo Technologies and Twitter.
For further details see:
Handling Wild Voting Swings: Q1 Review