Everyone loves to panic.
Why determining what a position is matters.
My thoughts on portfolio management - part one discussing velocity of money and asymmetry.
Missed on Russia, Hit Big On Carvana.
Breakout before it's too late...
Lessons from Twitter
New YouTube Video
A review of this recent move the last 5 weeks.
And notes from the event.
Doing the hard work so you don't have to.
What can we expect this Summer?
Oil is overbought, in the short-term.
