“Hakuna Matata... it means no worries!” - The Lion King The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +18.45%. Our benchmark index, the S&P 500 is up 16.69% YTD. The Yield Curve? The yield-curve inversion has formally inserted itself into pop-culture, not because it tells us anything useful as investors, but maybe because its cool to talk about what's going to ca

“My only question is, who is our bigger enemy, Jay Powell or Chairman Xi?.” - President Donald Trump The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +16.26%. Our benchmark index, the S&P 500 is up 13.57% YTD. What Can Anyone Say? Yesterday I was an aggressive buyer on a downturn that was unwarranted. Of course there was no way of knowing that a series of tweets wo

“Venture Capitalists are astonishing, you know, if one of them buys a yellow halter top, all of them have to buy a yellow halter top.” - Tim Draper The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +17.77%. Our benchmark index, the S&P 500 is up 16.52% YTD. What I'm Buying Today The markets opened strong this morning and then a non-voting member, Patrick Harker of th

“To live an extraordinary life, you must resist an ordinary approach.” The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +17.62%. Our benchmark index, the S&P 500 is up 15.70% YTD. Nabriva Therapeutics On Monday Nabriva received a long awaited approval from the FDA for their drug Lefamulin in both oral and IV forms for the treatment of community-acquired pneumonia (C

“The best way to teach your kids about taxes is by eating 30% of their ice cream.” ― Bill Murray The Portfolio Our blog portfolio continues to perform well and volatility in the portfolio remains low vs the overall market. Year-To-Date the portfolio is up +17.50% (markets are still open as I write). While the markets had a sell off this week, the blogs portfolio remained relatively calm. Even with an 800 point drop in the DOW on August 14th, the blog portfolio remained abo