Category Archives: Uncategorized

The author, KISHORE MAHBUBANI, was born to two Hindu parents in Singapore. He has had two distinguished careers, thirty-three years in diplomacy and fifteen years in academia. He lived in New York for over ten years as Singapore’s ambassador to … Continue reading →

The book is:Has China Won? by Kishore Mahbubani.  Very well written and I agree with his monetary analysis. Here is a very controversial, but well reasoned, view of the conflict between America and China that will make you think.

Portfolio Navigation produced a profit for the year of 10% and I am now 49% in cash.

I am starting to take profits in skyrocket tech stocks.  My portfolio Gain is  /3 +$ +8.61%)  currently (clipped from my Schwab account). As some US states go back to work I will continue to reduce equity exposure unless the US recants … Continue reading →

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 →

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 →

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.

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 →

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 →

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.