Another semi-obsessive investor type will be joining as a contributor. We’ve both spent way too much time reading what passes for reporting from these companies as we try to figure out what they are doing to make money, and which walnut the risk pea is hiding under. At least that’s what we do that when we’re not trying to read the signs of what the whole market is trying to do….
He’s Barry Z., previously an economist with a Wall Street firm and Chief Investment Officer of a health insurer. He’ll be writing under the name barryzee, and as you’ll see, he keeps chasing the details until he understands them. I admired a post he recently put up on a pay site we both frequent, and he sharpened it up to put it out here for MoM readers to enjoy.