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It’s been a very bearish market for some months now, and Feb 2022 has only worsened. Russia has launched a full-scale invasion into Ukraine. I’ve been glued to the news […]
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[Premium] The Reds are Coming
Putin just made a speech and will “support the independence” of two breakaway regions in Ukraine. It is a major escalation that will no doubt further stoke tensions, and futures […]
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[Premium] Kid Update Feb 2022
It’s been awhile since I last wrote about my kid, and thought its a good time to record his growth. Right now, he is about 4 years and 7 months […]
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[Premium] How will the Fed proceed?
Given the amount of attention on the Fed’s actions, wanted to give my take on how they will move from here. Inflation reached 7.5%, the highest level it has since […]
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[Premium] Quick thoughts on today’s market
The Nasdaq is undergoing a nice rally, bouncing about 5% after a 15% decline. Are the declines over yet? I would be surprised that this is the end of volatility. […]
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[Premium] Market Transactions 28 Jan 2022
Nasdaq is down about 15% from its peak in Dec 2021. So far, this is the fifth straight week of losses, a very painful slide with hardly any respite. My […]
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[Premium] Jan 2022 Portfolio Update
I was tempted to skip this month’s update since I know it will look ugly. I really rather not calculate it up and look at the carnage. But there are […]
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[Premium] Stepped in to stop the panic
There is fear in the air. It’s unmistakable. There are even whispers of the “r” word going around. Before losing our heads and selling everything, it’s instructive to look at […]
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[Premium] Just Pay the Fee
What a difference 3 weeks makes. Nasdaq is now in correction territory, falling about 12% after peaking in Dec 2021. Believe this is one of the worst Januaries for the […]
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[Premium] Discussing the Fall of Cathie Wood
Not very long ago, Cathie Wood was hailed as an investment super star. Her flagship ARKK fund rose over 250% in 2020, before peaking in Feb 2021. She was considered […]