Fireworks

Posted on Sunday, June 28th, 2020

Last week we mentioned that we felt that the virus was making a comeback. The available data this week seems to bear that out. We put our money where our mouth is and decided to make some changes. Our middle son was slated to head an hour north for college in the fall but given… read more.

Second Mouse Gets the Cheese

Posted on Sunday, June 21st, 2020

Howard Marks. Stan Druckenmiller. David Tepper. Legend after investing legend is coming out of the wood work to explain how overvalued the market is. Markets don’t go down because they are overvalued. That’s a condition of the market that predates a fall – it doesn’t cause it. The legends’ comments tell us one thing. The… read more.

Fed Driven Lunacy

Posted on Sunday, June 14th, 2020

We were able to see four different walls this week as we took the show on the road to Hilton Head Island. The wife and kids needed a break. I haven’t struggled as much I suppose because I have been so busy. Bored has not been anywhere on my list since February. Hilton Head was… read more.