October - 2020

Oct 14, 2020

Look at Enphase, Selling NOC, Buying Apple

"Telecommunications providers relentlessly extol the power of fifth-generation (5G) wireless technology. Government officials and policy...

Added Advanced Micro Devices

Wake-up Call!

Four BUYs - One SELL

Oil and The Trans Generation

2023 Year End Letter

Nvidia

Bond Market Rally?

Scary World Thesis - Buying LMT

New Feature

Gentlemen Prefer Bonds

Bought D.R. Horton

Buying Housing