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The Big Portfolio Refresh, May 2023
Updating my portfolio holdings, market outlook
May 1, 2023
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FiNiche
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The Big Portfolio Refresh, May 2023
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April 2023
Retail Crowd Chases Pain Trade as Big Money Rotates
Market Minutes and Portfolio Update
Apr 15, 2023
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Retail Crowd Chases Pain Trade as Big Money Rotates
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Join me on Notes
A new place to connect
Apr 12, 2023
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The Big Portfolio Refresh, April 2023
Stock indexes soar on light volume, narrow breadth, bearish sentiment
Apr 1, 2023
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The Big Portfolio Refresh, April 2023
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March 2023
It's 'Risk-Off' as Powell Invites Recession
A Flash Market Update
Mar 23, 2023
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It's 'Risk-Off' as Powell Invites Recession
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Credit Suisse Collapses, Swiss government assists UBS in takeover
-- FLASH MARKET UPDATE Moments ago the Swiss government announced that Credit Suisse is being forcibly taken over by UBS for a mere $2 billion with the…
Mar 19, 2023
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FiNiche
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Credit Suisse Collapses, Swiss government assists UBS in takeover
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Important Weekend Listen
As we head into a week that includes an FOMC meeting with a rate hike decision, a market that has begun to unravel, a banking crisis unfolding, and…
Mar 18, 2023
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FiNiche
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Important Weekend Listen
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Risk Management Shines as Markets Unravel
Market Minutes and Portfolio Update
Mar 15, 2023
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FiNiche
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Risk Management Shines as Markets Unravel
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Flash Market Update
Vistra (VST, one of my favorite utility holdings) is up nearly 20% in two trading days on news of acquisition of Energy Harbor, a nuclear power plant…
Mar 8, 2023
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FiNiche
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Flash Market Update
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The Big Portfolio Refresh, March 2023
The Original Cocaine Bear, and Markets High on Passive Investing
Mar 7, 2023
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The Big Portfolio Refresh, March 2023
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An Index on the Verge
A Flash Market Update
Mar 2, 2023
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An Index on the Verge
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The Big Portfolio Refresh, March 2023
The Original Cocaine Bear, and Markets High on Passive Investing
Mar 1, 2023
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FiNiche
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The Big Portfolio Refresh, March 2023
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