GrahAmerica

James D. Scurlock
investment commentary for the self-directed, inspired by Benjamin Graham and his book The Intelligent Investor
Created 06 Jul 2020
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  • January 15, 2021
    15 Jan 2021 • 3 min read • 2 0
    SICKO Poshmark, a virtual flea market that has been profitable for exactly nine months, closed up 142% on its first day of trading yesterday(!) Also yesterday: the world’s largest money manager, Black...
  • January 14, 2021
    14 Jan 2021 • 2 min read • 2 0
    HOW BIG IS IT? Reducing the Fed Funds rate to zero has had a very coercive effect on the market. It has required people to invest because they don’t want to sit around with cash. - Howard Marks I’m te...
  • January 13, 2021
    13 Jan 2021 • 3 min read • 3 0
    CHEAP STAKES TRUST BUSTED Since it’s been mentioned here—more than once!—that every signal of a market top is upon us, an accounting seems in order: · Stock indexes are all at record highs—not just no...
  • January 12, 2021
    12 Jan 2021 • < 1 min read • 2 0
    AND THE BAND PLAYS ON Read more
  • January 11, 2021
    11 Jan 2021 • 3 min read • 2 0
    CHOOSE “THIRD WORLD” CRAMER: BUY BABA(!) Earnings season officially begins today ergo this Reuters headline: “Earnings might start to matter again.” Why is this a headline? one wonders. That something...
  • House Money, vol. xvi
    09 Jan 2021 • 6 min read • 2 0
    “HOW STRANGE” Subscribers, This is the first House Money based on data from 2021, so happy new year and good riddance 2020 and all that crap. I started my study of Benjamin Graham exactly two years ag...
  • January 8, 2021
    08 Jan 2021 • < 1 min read • 2 0
    STICKY 4K A 2020 narrative that did not involve bat viruses or Donald Trump was newbie traders being all confused—even with brokerages dumbing down their trading apps to the level of Fisher Price slot...
  • December 7, 2021
    07 Jan 2021 • 3 min read • 2 0
    BANANAS CONDEMNATIONS STOCKS RISE(!) I’m still processing yesterday’s images from Washington, D.C.—aren’t we all?—but the markets are making their way through this chance various and therefore so shal...
  • January 6, 2021
    06 Jan 2021 • < 1 min read • 2 0
    USA’S ROAD TO RECOVERY JAMMED IN CALIFORNIA WHILE FLORIDA CRASHES… NEW YORK “SLUGGISH” Matt Levine, my favorite Bloomberg columnist, is back from paternity leave and already working his favorite subje...
  • January 5, 2021
    05 Jan 2021 • 3 min read • 2 0
    THE $13,000,000,000,000 BLACK SWAN MARKET SPOOKED The Trump Presidency ends in less than three weeks and China is far better off than it was four years ago. America, not so much. From afar, the land o...
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