In this episode of The Compound Josh and Mike discuss:
- QQQ vs SPY
- Stocks have had positive returns in 95% of all rolling 10-year periods - but what was the worst 10 years?
- Exxon is preserving its dividend by suspending employees' 401(k) match!
- Technicians vs Macro Experts
- The investor's dilemma - when you know it's a mania...but what if its not?
- Holding onto growth stocks during huge drawdowns
- The simple beauty of the stop loss order
- Is the value / cyclical stock rotation going to stick this time?
