

- Feb 27
Recession?
“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


- Feb 2
Follow Up on Eli Lilly
“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


- Feb 1
Buying Eli Lilly Today
“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