“Never let a good crisis go to waste.” - Sir Winston Churchill ​​The Portfolio Performance The portfolio is up 2.42% YTD Our benchmark, the S&P 500 is up +12.20% YTD Going Shopping There's a lot to like in the market right now, but I'm going to wait until after the week end to do a lot more buying. Today I have one name I like that's already in the portfolio, Pershing Tontine, a SPAC initiated by Bill Ackman. Pershing Square Tontine Holdings (PSTH) Pershing Square Tontine Ho

“Never let a good crisis go to waste.” - Sir Winston Churchill ​​The Portfolio Performance The portfolio is up 1.54% YTD Our benchmark, the S&P 500 is up +11.50% YTD Going Shopping I'm seeing several good buys in the Stay Invested portfolio. Only time will tell if I've waited long enough for the very best prices. Broadly speaking, I think the second half of this year will be very good for stocks, so I'm looking to make some buys and reduce the cash drag that we have right n

“Never let a good crisis go to waste.” - Sir Winston Churchill ​​The Portfolio Performance The portfolio is up 0.28% YTD Our benchmark, the S&P 500 is up +9.0% YTD Portfolio Performance The stock market is continuing to work its way through several issues, each of which is complex, and each issue comes with many contradictory analyses. COVID-19 risks, Covid variant risks, social unrest, inflation risks, tax policy risks, government over-spending risks, global conflict risks,