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Happy Friday Gumshoes! My inbox has been inundated with Navellier and Fry talking about the “Technochasm”, and how its the thing that will make or break portfolios for years to come. They are touting a “small group of stocks” that will be the biggest winners of this Technochasm event. Any ideas? Thanks

Recent Author Comments

On Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)

Thanks!.That’s helpful. Sorry for the rerun.[...]

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On Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)

Thanks Travis - sorry if I missed it in your piece, don’t think I saw it - any thoughts about the exchange offer? OPTION1: SH- Holders have the ability to exchange 1 BROOKFIELD CLASS A (CUSIP 11271J107) share for 1 CLASS A-1 EXCHANGEABLE NON-VOTING shar[...]

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On Friday File: Valuation Matters... and Why Don't I Own Apple?

Thanks for taking the time to answer - makes total sense…guess i’m just mostly embarrassed that I overpaid.[...]

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On Friday File: Valuation Matters... and Why Don't I Own Apple?

Thank you Travis - this prompts a question - what about a good stock that one overpaid for? What if, hypothetically of course, someone paid $150 for Amazon, still thinks its a good company, but sitting at a loss - sell and buy lower? hold hoping for an[...]

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On Friday File: Hard to buy... but worth it? A New Addition to the Lock Box Portfolio

Travis- Thank you for this interesting look at a company I was not likely to find on my own. Really interesting. And I also have Swedish great - grandparents, so that was fun too. The language IS challenging.[...]

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On What's Porter's "Two Men Destroying America" Pitch All About?

Yeah, I cancelled all of my paid Stansberry - related subscriptions because IMO the extreme politics doesn’t belong in investment analysis. Whether you agree with it or not, as Travis says, it’s “red meat”, and not serious, and that’s a little i[...]

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On China, Berkshire, and some Portfolio Updates from the Rich and Famous

Travis, thanks as always for your thorough analysis. A request: I don’t think you’ve written anything recently about crypto- seems like a meltdown? or temporary volatility? I am thinking about whether to get out. Are you considering selling any cryp[...]

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On Friday File: Nibbling on the Way Down

Thank you Travis - “...the budget for Tums and Johnnie Walker here at Gumshoe HQ is only so large” encapsulates the overall mood perfectly.[...]

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On Vaccines – Past, Present, and Future

Always appreciate Michael’s perspective. The details are interesting.I first saw the Cotton Mather story on Stansberry , and their right-leaning posts and medical opinions are often annoying, especially after the assertion that having Covid makes [...]

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On 2020 Turkey of the Year

THANK YOU TRAVIS. I always enjoy your writing and inevitably learn something too. Hope your holiday is safe and peaceful.[...]

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On What's up with Stansberry's "ARE YOU PREPARED TO OPT OUT OF AMERICA?"

I have had the same experience but Coinbase has a pretty good primer on its website.[...]

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On Doc Gumshoe – COVID-19 Miscellany, May 2020

Michael - unfortunately there are haters and wackadoodles in every segment of society, and the behavior of the current federal administration has emboldened many of them. Pay them no mind. Your post was fine! Every investment discussion is at its core [...]

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On Help Others & Help Stock Gumshoe -- 2019 Charitable Membership Drive

Same here. Already a member but would be glad to pitch in.[...]

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