Jun 19, 2021
Faux-Flation
“I think the stock market is fine for now” -David Tepper - June 17, 2021 The Portfolio Performance The portfolio is up 3.92% YTD Our...
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Jun 9, 2021
Market is Going Higher
“Bull-markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” - John Templeton The Portfolio...
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Jun 2, 2021
Getting Some Energy
“We aren't addicted to oil, but our cars are.” - James Woosley The Portfolio Performance The portfolio is up 2.26% YTD Our benchmark,...
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