Stock talk

Hey all -

Market news doesn't make a lot of sense to me. It's backfitted to support a narrative of up or down. It follows major grouped indices that are *weighted averages*. It doesn't tell you what trades are working and which ones aren't over a month, much less a year. Instead, we get news about daily moves that's often gossipy and immaterial in nature.

I want to explore one central thing in this newsletter - what trades are working for people. This means a focus on returns for holding specific securities for specific periods of time. I'll try to avoid creating narratives on why these trades worked. Rather, I just want to plainly report them and get better at finding them. This might mean reporting on options and bonds, not just stocks.

I'm excited to get started,

Brostoff