Profit Hunting

What am I thinking? In the short term: after the Nikkei's  Black Monday  I was expecting more turbulence for 1 or 2 months.  Someone who...

Quick look at geopolitical events, black swans and how I'm positioned for them. This is not to make money, but to stop getting killed in...

 When I bought AEM in March I was betting there would be: An economic recovery, that would see the semiconductor industry in a up-cycle, an...

Quick Notes on LLoyds Bank in the UK. Competition Lloyds is the largest local bank with a 16-19% share in mortgage lending , the next larges...

Quick updates to my portfolio, stuff I did a while ago, nothing to do with Trump's shooting. Future quick updates I'll just append t...

Williams Companies (WMB) has doubled since I bought it in mid-2020.  Should I sell it? Business Segments What do they do again?  And how are...

These interviews from Lyn Alden and Luke Gromen explain why we'll get high inflation this decade.  US Federal debt is too high and must ...