Wonderful session in market – land — everything lit up save a few AI stocks for ironical comedy relief. The vaunted RSP spearheaded lower amidst the dazed and confused US treasury bond lovers, who once again were beset upon by Mr. Bessent, who spoke in flowery tongues about having “asymmetrical information” — the sort of...Read More

Just a heads up — I will be doing some consolidating tomorrow, significantly reducing the amount of positions we hold in favor of greater conviction holds. With the market rotations, the portfolio has expanded a little more than I’d like and it isn’t expressing what I think is going to happen from now till year...Read More