My thoughts on portfolio management - part one discussing velocity of money and asymmetry.
Welcome to 2023.
Missed on Russia, Hit Big On Carvana.
Breakout before it's too late...
Lessons from Twitter
Bad news is good news.
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?
