“If you’re not confused by the stock market, you haven’t been paying attention." ​​The Portfolio Performance The portfolio is UP +8.90% YTD The S&P 500 is UP +3.97% YTD Recession Fears The durable goods orders report for January was just released; here's what I think it means for investors and recessionistas. Durable goods orders are a monthly economic indicator measuring the orders placed with manufacturers for goods expected to last at least three years, such as cars, aircr

“Don't bet on the end of the world, it only happens once and the odds are against you" -Art Cashin (Director of Floor Operations, UBS Financial Services) ​​The Portfolio Performance The portfolio is UP +9.82% YTD The S&P 500 is UP +8.02% YTD Follow Up to Eli Lilly I added 20 shares to the Eli Lilly position yesterday when the stock dropped below my WATCH $341 level. Today the stock is in a strong technical decline after reporting several of the risk factors that my post and

“Don't bet on the end of the world, it only happens once and the odds are against you" -Art Cashin (Director of Floor Operations, UBS Financial Services) ​​The Portfolio Performance The portfolio is UP +8.84% YTD The S&P 500 is UP +7.29% YTD Adding to Eli Lilly Today I added 20 shares to the Eli Lilly position. I had a WATCH $341 note on the stock and picked up the shares at $338.31. Over the past twelve months, Eli Lilly has risen 37.98% compared to the industry average of