October - 2021

ASML over IPOD

“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...

Me and Marko

“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...

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