“A public opinion poll is no substitute for thought.” ― Warren Buffett The Portfolio Despite a level of uncertainty rarely seen in global markets, our portfolio is holding up well delivering growth, performing better than the S&P 500 and all with lower volatility....so we can Stay Invested. Today's Buys: BOUGHT 200 shares of TLYS @ $7.90/share. Today I did some homework on a retail name, Tilly's. I can't remember a worse time to invest in retail, so that's exactly where I li

“In investing, what is comfortable is rarely profitable.” ― Robert Arnott The Portfolio The portfolio is holding up well today, closing just under 12% and still beating the S&P 500, our benchmark index which closed at 11.25% today. Today I did some homework on a healthcare name, BioSpecifics Technologies and liked it enough to buy 25 shares. Today's Buys: BUY 25 shares of BSTC @ $58.81/share. Background BioSpecifics Technologies Corp., is a $429 million biopharmaceutical comp

“The real key to making money in stocks is not to get scared out of them.” ― Peter Lynch The Portfolio Today I took advantage of the market sell off to buy some great companies at reduced prices. I also sold some bank stocks, it's possible we won't see these appreciate anymore as the potential for a rate cut is pretty high. In fact we may see a couple of rate cuts; at least that's what the bond market is telling us today. Please don't restart worrying about the inverted yi

“In the West you have the notion that if somebody hits you on the left cheek, you turn the other cheek, In our culture, we punch back.” ― Xi Jingping General Secretary of the Communist Party of China The Portfolio Today's rally gave the portfolio a little bump and pushed it above 7%. I haven't been saying too much about the portfolio because its running live it's there for everyone to see all day long. Please let me know if you want more commentary. The biggest change is to

“Be Fearful When Others Are Greedy and Greedy When Others Are Fearful.” ― Warren Buffett The Sell Off Today was one of those days, the DOW sold off 617 points (2.38%), the S&P 500 sold off 69.5 points (2.41%) and the tech heavy NASDAQ sold off 270 points (.18%). Even if you don't follow the markets regularly, these numbers probably caught your attention today. Today's emails from readers, "Clay! Say something!" "No posts since April! Speak already". The market is full of