Category Archives: Uncategorized

In his book, The Seventh Sense: Power, Fortune, and Survival in the Age of Networks, Joshua Ramo asks: “Do you believe the spread of democracy is inevitable? Or do you think we live in an age of global chaos and … Continue reading →

A Truth that’s told with bad intent Beats all the Lies you can invent William Blake   We’re told trade wars are good And debt of nations, states and you. Even better if it’s B or  below But Prized above … Continue reading →

You expect things to go badly And they don’t That you call good luck You expect things to go well And they don’t That you call bad luck Because you lack an understanding of uncertainty You put your trust in … Continue reading →

This is the last vestige of the software we have developed over the last half-century. To download the Sortino-Metrics Software click on the link below: https://drive.google.com/open?id=1j-lL2Y33dqHFBLdXfvNuKHZXtPvV7RxM Right click on the Sortino-Matrix folder. A window will open. Click on Download.  The … Continue reading →

In the previous posting we called attention to the call for 40% fixed, 60% equity in July.  What does a 60/40 allocation look like as of Jan 1? It now projects 20% more downside risk than upside potential if only … Continue reading →

                                      Where did PMPT say we were in July 2018? The graph below shows the effect of increasing equity above 60% (left graph).  The upside potential ratio for the active portfolio with a 6.2% allocation to VGT, the Vanguard Growth … Continue reading →

  I have now sold my stock in Tesla at a ridiculous profit.  Still have the car and love it!   It has been a long time since my last posting on Elon Musk.  Since then I have bought a … Continue reading →