I'm more excited about this fourth quarter than any I can remember

Podcast: The Noble Update Podcast · George Noble

Opublikowano: 2026-09-21

Dispersion is increasing and the corrections are starting to arrive, and after 3 years where owning the index was enough, this market has started paying the people who actually know what they own. I've been through enough cycles to know this is where stock picking starts to matter again: Our longs are up 28% this year and our shorts are down 40%, which puts 68 points of spread between the 2 books. It's all documented and time stamped on my feed, so go check the work yourself. We were early on gold...