Insights

DECEMBER PERFORMANCE SUMMARY AND LOOKING AHEAD TO JANUARY
*This is my monthly letter to investors summarizing the month of November. The full PDF version of the summary,...

A BULL MARKET THAT HAS YET TO HIT FULL STRIDE
Since I started this project in January of 2011 of self-revelation and transparency in research, I have been sounding...

PORTFOLIO UPDATE: THE BOTTOM LINE & SOME YEAR END PERFORMANCE STATS
During the trading day Friday, I tweeted the following: EVOL is likely a stock that I will...

2014: A GLIMPSE OF MIDNIGHT IN A PERFECT WORLD
Us equity types have had it easy in 2013. We haven't suffered much of any pullback whatsoever. Bears have been...

3 CHARTS THAT WILL HAVE YOU SAILING INTO 2014 ON THE LOVE BOAT
click chart to enlarge

THOUGHTS ON STRATEGY AND COMMENTS ON A COUPLE HOLDINGS
It goes without saying that investors are excessive in their lust for action in the financial markets. The simple act...