Profit Hunting

Long term I am no longer bullish on copper: China housing bust Solar panes and wind farms are now uneconomic.  Switch to natty and nuclear. ...

Bought 3 stocks in a Latam country, 1% each: Single digit PEs.  Where the PE can be counted on one hand.  Double digit dividends. May go up ...

Quick Update: Market Madness The US indexes were mostly rangebound in the past month after Trump euphoria faded, while value stocks had thei...

I've been trading a small 1-2% bitcoin position, buying low and selling high.  I'm trying my hand at active trading.  By buying and ...

Last night I bought an Argentina ADR.  Its a company thats part of an oligopoly in a cyclical industry.  Should do well as the economy recov...

Sold a little gold, around 4%.  It had run up for months before the election, but dropped afterwards, Now got an 6% position. The reasons, f...

My portfolio was up a couple of percent for the Trump win.  Not bigly.  Gas pipelines made 5-year highs, but gold and energy were down. Trad...