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Thoughts on Bubbles
This year’s inexhaustable market rise, driven primarily by tech stocks, has throughout been haunted by the prospect that we may be in some kind of…
Nov 24
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Paid Subs, New Stock Purchased
I’ve written about the mistake of buying , and today the stock popped a bit.
Nov 6
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Thoughts on META Earnings
What does the drastic pullback portend for the future?
Nov 3
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October 2025
Q3 Performance Update
The period of July, August, and September was smooth sailing for stocks.
Oct 6
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September 2025
The Unity ($U) Roller Coaster
This past week marked five years since went public, and in that time the stock has bounced from $52 at IPO to $197 in the 2021 euphoria, then down to…
Sep 29
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Why You Should Hold Less Cash
Having part of one’s portfolio in cash is generally seen as a prudent course of action.
Sep 2
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August 2025
Why ASML is a Bad Stock to Own
The average person probably has never heard of ASML, but the Dutch giant is essential to the success of today’s AI boom.
Aug 4
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July 2025
One Year Later, a Review of Stocks with Cult-like Followings
In July 2024 I wrote two articles about stocks which have cult-like online followings; one which details those to avoid, and one that covers those I…
Jul 14
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Mid-Year Performance and Recap
Dragon's Den Investing Up 19.6% vs S&P 500 5.5%
Jul 1
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June 2025
Why I Stay Invested Through Chaotic Times
Plus a note on oil and $OXY as the Israel-Iran war escalates
Jun 16
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A Changing Trade War
On the Dangers of Believing Tariff (Taco) Man will Waffle
Jun 2
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May 2025
Dealing With Emotion During Ups and Downs
The best investors all advise similarly on how to address emotion while investing — if possible, remove completely.
May 19
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