Glad to do it ... that's the power of Substack ... the "network effect." We've met some really nice folks here since launching early this year. And you are on that list.
You do nice work, too. It deserves to be showcased. Hope we can collaborate more. I know we'll be doing a midyear series like this ... and if the market gets "interesting" (a nice way of saying "holy cow, this is rough!" (lol), we'll be reaching out.
Thanks! I want to do something with this ... I will circle back this week ... might send you a couple of questions ... let you sketch out some answers ... then I can do a formal NOTE that sends folks back to our Forecast story AND your Substack.
I sent the questions over ... via email ... take look ... feel free to add stuff I missed ... and I was just thinking ... if there's anything you can add that fits under "special situation" investments ... we've had good luck with that.
Take your time ... once I get them back and edited ... we'll talk strategy ...
We should try "cross posting." Substack does to see that ... they give you a bonus for it ... maybe we try that here.
Thank you for showcasing my substack
Glad to do it ... that's the power of Substack ... the "network effect." We've met some really nice folks here since launching early this year. And you are on that list.
You do nice work, too. It deserves to be showcased. Hope we can collaborate more. I know we'll be doing a midyear series like this ... and if the market gets "interesting" (a nice way of saying "holy cow, this is rough!" (lol), we'll be reaching out.
Keep up the nice work. And stay in touch.
Thanks for the contribution!
Bill Patalon
My base prediction is 2025 the Mag 7 melt up even higher, but 2026 is the year that they get cut in half. I could be wrong, nobody knows nothing.
Thanks! I want to do something with this ... I will circle back this week ... might send you a couple of questions ... let you sketch out some answers ... then I can do a formal NOTE that sends folks back to our Forecast story AND your Substack.
This is great ... thank you!
Great idea, sounds fun
Same here!
I sent the questions over ... via email ... take look ... feel free to add stuff I missed ... and I was just thinking ... if there's anything you can add that fits under "special situation" investments ... we've had good luck with that.
Take your time ... once I get them back and edited ... we'll talk strategy ...
We should try "cross posting." Substack does to see that ... they give you a bonus for it ... maybe we try that here.
Looking forward to it. Bill P.
Yes to all of the above. I just sent you an email back.