Category Archives: Uncategorized

We Need More Than Data To Fight COVID-19

We need the right people to gather it and interpret it and it ain’t reporters or politicians or doctors and nurses.  It’s statisticians like Dr John Ioannides Professor of Health Research & Policy at Stanford University His research interests are … Continue reading

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Problems, Problems

Which is worse: Covid-19 or the massive debt problem?  neither, it is knowing I have to take my wife into Stanford hospital for surgery next week and knowing there are currently 10 cases of coronavirus there and more expected next … Continue reading

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Portfolio Navigation Works Again

My portfolio is now 8% above where it was on February 21st when I published “The Last Straw” article, instead of waiting to break even.

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Nothing is as Bad as it Looks: 351,372 15,263

As of 7:00 am yesterday I was 83% in equities. The reasons: My DTR changed to 10%  I ran the numbers On Bloomberg Corona Update and found this:         351,372  were confirmed Cases and 15,263 were deaths … Continue reading

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Has Trump Ever Had A Stock Portfolio?

Trump: “I don’t want to have stock buybacks,” he said Friday at a White House news conference. “I don’t like buybacks. I didn’t like them the first time.” Why? Because Biden said that is what he would do?  I agree, … Continue reading

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Famous Sayings

If you can keep your wits about you when all around are losing theirs, you’re crazy…but right.   If everyone in your government is in agreement, they are probably wrong. If all governments are in agreement, they are definitely wrong.

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So, What to Do?

The very first video located on the right hand side of this page is about the importance of calculating one’s DTR (Desired Target Return).  As my personal DTR has increased from 4% to 8%, due to the excessive and irrational … Continue reading

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A Perspective

Who was stupid enough to buy this morning?  C’est moi .  Yes, I had a buy order in for SPY at 286 and it executed at 275.  I am now at 60% in SCHO and 23% in 4 tech stocks … Continue reading

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When to be Afraid

The time to be afraid was a week ago. I am starting to buy.

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The Last Straw

Bloomberg news had an interesting article in their February 17th magazine titled, “Selling Private Equity (PE) at The Superstore.” Yes, that sector of the market reserved for the very rich may soon be available as an ETF or mutual fund … Continue reading

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