Aug 2, 2019
August 2, 2019 Click charts for enlarged versions Portfolio Breakdown Year-to-Date Performance Portfolio Allocation Positions % Target Position Size Current Position Performance Square (SQ)* +512.83% 1st Buy 8/5/2016 @ $11.10 Current Per-Share Cost: (-$48.71)* Boeing...
Aug 2, 2019
Summing Up The Week There are slow news weeks and then there are not-so-slow news weeks. And then there was this week – insane. Earnings, economic reports, and a “surprise” announcement from Trump that there are new China tariffs on the horizon...
Jul 5, 2019
Summing Up The Week The markets roared into Thursday’s Independence Day holiday thanks to a relatively positve result from the G-20 summit between Trump and President Xi where Trump promised no new tarriffs while also rolling back the ban against U.S. companies...
Jun 28, 2019
Summing Up The Week The week provided a wealth of news events from Iran sanctions to consumer confidence reports and company-specific shockers from market-movers like Boeing (BA) and Apple (AAPL). However, none of that matters as long as the G-20 Summit is on the...
Jun 21, 2019
Summing Up The Week Sometimes, there’s so little news in the markets that nothing happens. This was not one of those weeks; there was almost too much news. From the G-20 to the Fed with new actors entering the fray in the form of Iran and an east coast gasoline...
