Portfolio

A brief synopsis before I begin. In late December, it started becoming obvious that group think fortified by...

On our last episode I was just beginning to build back into our long positions, taking a position in NFLX,  and...

We came into January with a 200% long position based on a confidence that nearly everybody had the market wrong at the...

Over the past few years, I've been hamstrung to a certain extent by an oversized position that those of you have been...

Perhaps I'm asking for too much? Given the rampant chaos that is all around us it would seem that to achieve any...

This market doesn't waste a minute telling an investor when they are wrong. It's up to the investor whether they want...