Too Big To Fail? Too Small To Succeed?
“If you’re not confused by the stock market, you haven’t been paying attention." The Portfolio Performance The portfolio is UP +6.99%...
Mar 27, 20236 min read


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%...
Feb 27, 20234 min read


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...
Feb 2, 20233 min read


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...
Feb 1, 20235 min read


Buying Deere 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...
Jan 20, 20234 min read


New Portfolio for 2023
“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...
Jan 11, 20233 min read


7 more minutes
“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...
Jul 27, 20223 min read


Certain of Uncertainty
“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...
Apr 25, 20226 min read


Bottoms Up? 3 Buys.
“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...
Mar 25, 20228 min read


The Perfect Storm
“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...
Feb 24, 20229 min read


Year-End ReCap
“Say it with me … Stocks only go up. Only losers take profits." -Dave Portnoy (founder BarStool Sports) The Portfolio Performance The...
Jan 7, 20227 min read


Writing A Book for You
“There's no trick to being a humorist when you have the whole of government working for you." -Will Rogers The Portfolio Performance...
Dec 30, 20218 min read


Starting a New Position
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Dec 29, 20215 min read


LendingClub Followup
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Dec 22, 20214 min read


LendingClub & ARK Innovation
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Dec 21, 20214 min read


Adding to UBER
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Dec 1, 20213 min read


BUYING Today
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Nov 24, 20214 min read


Peak Inflation?
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Nov 11, 20216 min read


ASML over IPOD
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Oct 18, 20214 min read


Me and Marko
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Oct 7, 20216 min read


Portfolio Update, Buys & Sells
“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker The Portfolio Performance The portfolio is up...
Aug 23, 202111 min read


Faux-Flation
“I think the stock market is fine for now” -David Tepper - June 17, 2021 The Portfolio Performance The portfolio is up 3.92% YTD Our...
Jun 18, 202110 min read


Market is Going Higher
“Bull-markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” - John Templeton The Portfolio...
Jun 9, 20216 min read


Getting Some Energy
“We aren't addicted to oil, but our cars are.” - James Woosley The Portfolio Performance The portfolio is up 2.26% YTD Our benchmark,...
Jun 2, 20213 min read









