Three buys in the Real Money Portfolio this week, including two new stocks... plus we join the "is it a bubble" discussion already in progress...

Updates following earnings for many of our Real Money Portfolio companies, particularly in tech and insurance

Big tech earnings, fantastic insurance results, and more from the Real Money Portfoliio

Four buys and a sell this week in the Real Money Portfolio

Some big picture blather about debt and real estate fears, and investor sentiment in general, plus two add-on buys and one new addition to the Real Money Portfolio

Where do things stand now with the 17 stocks in the $100K Lock Box Portfolio?

A strangely religious teaser pitch from Stansberry leads me into some in-depth musing on his favorite sector (including a bunch of stocks I own)

Updates and new "buy" levels for a bunch of Real Money Portfolio companies...

Diving into one of my favorite sectors for the Friday File, with two new buys in the Real Money Portfolio

Narratives and emotion drive the market in the short term, so last week we saw the tech stocks and COVID winners take another surge higher, perhaps in some surge of “election finally done” relief or just from the indications of a likely split government ahead… this week, some combination of Joe Biden’s election victory being […]

Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...

Lots of quarterly updates, plus a deeper dive into Insurance and hospital investments as COVID-19 uncertainty reigns

What's being hinted at as a pick of Cabot Undervalued Stocks Advisor?

A buy for the pessimists, and checkins on Altius, REITs and more