“Don't dress up hope as certainty" -Clay Baker ​​The Portfolio Performance The portfolio is UP +19.41% YTD The S&P 500 is UP +12.38% YTD There are no trades today SUBSCRIBE HERE If you've been watching the market this month, you've likely noticed something odd: the boring stuff is being sold off, while the exciting stuff is going vertical. Let’s use three ETFs to get a broad view of the market shift. Healthcare and staples (think XLSI, IXJ) are trending lower. Momentum names

“I'd put my money on the sun and solar energy. What a source of power! I hope we don't have to wait until oil and coal run out before we tackle that." - Thomas A. Edison ​​The Portfolio Performance The portfolio is UP +16.155% YTD The S&P 500 is UP +8.22% YTD SUBSCRIBE HERE I wanted to comment on a frequent complaint from an investing group I participate in because, at its core, it's an internal argument we all have when investing: "Why is this happening?" "What happened t

“ I'd put my money on the sun and solar energy. What a source of power! I hope we don't have to wait until oil and coal run out before we tackle that ." - Thomas A. Edison ​​ The Portfolio Performance The portfolio is UP +1.85% YTD The S&P 500 is UP +1.38% YTD SUBSCRIBE HERE The Strategic Case for Coterra's Acquisition of Devon Energy: Building a Permian Powerhouse The reported merger discussions between Coterra Energy (CTRA) and Devon Energy (DVN) represent more than just