Skippy and Doogles Weekly: Compounding in Chaos — How We’re Investing Anyway
🔥 Market Take of the Week
The Economic Policy Uncertainty Index just hit 900—a multi-decade high. Tariffs are back, China’s mocking Trump, and the U.S. might’ve just scored an economic own goal. Meanwhile, the NASDAQ wants to let us trade stocks 24/7.
🎙️ This Week’s Podcast — Episode 223: “Compounding When the World’s on Fire” (Listen: Apple, Spotify)
What would Charlie Munger say right now? We debate whether to hold or fold on Chinese stocks, how to allocate capital in peak uncertainty, and why Howard Marks says acting with “trepidation” is not a bad thing. Plus: ESOPs, bond vigilantes, and late-night trading chaos.
China vs. U.S. Tariffs: 145% and 125% back and forth. Cool, cool, cool.
Bond Market Mayhem: Yields spike. The bond vigilantes are back — good thread on the topic
Employee Ownership: ESOPs sound great… until you try explaining them.
24/7 Stock Trading? The NASDAQ wants it. We say: stop it.
Howard Marks Memo: “Nobody knows (Yet Again)” Still true, still essential.
📊 Investing Insight of the Week
According to the Financial Times, the US Economic Policy Uncertainty Index has surged past pandemic highs. For context, it usually hovers around 100. It’s now at 900. Translation: uncertainty is the default setting—so plan your moves, but keep them flexible.
🚀 Round the Horn
Consumer sentiment is at a 45-year low
Trading the apocalypse via The Wall Street Journal
Most valuable team in college basketball via The Wall Street Journal
Milton Friedman explains the valuable of open trade
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