When DeepSeek revealed their results several weeks ago, it also revealed that I was far less diversified than I originally thought. The shocking drawdown is still with me and it manifests itself in my trading. I never want to endure something akin to that again and part of that means placing trends ahead of convictions....Read More

To get rates down…The economy must weaken, so that inflation can come in.The govt is the largest employer. The govt is also, apparently, the largest provider of grift. By cutting the fat and lessening the grift, Musk says we can reduce the deficit by 50% and with the planned tax breaks and stimulus, boost GDP...Read More