February - 2021

What I'm doing before the Close

“The market can remain irrational longer than you can remain solvent” - John Maynard Keynes The Portfolio Performance The portfolio is...

Pull-Back Opportunities

“The market can remain irrational longer than you can remain solvent” - John Maynard Keynes The Portfolio Performance The portfolio is...

Buying Social Capital IPOD

“The market can remain irrational longer than you can remain solvent” - John Maynard Keynes The Portfolio Performance The portfolio is...

Added Advanced Micro Devices

Wake-up Call!

Nvidia

Bond Market Rally?

Scary World Thesis - Buying LMT

New Feature

Gentlemen Prefer Bonds

Bought D.R. Horton

Buying Housing

ChargePoint Shock

Swift Inflation?

PCE Thursday