Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]

A check-in on II-VI and Charlotte's Web, plus updates on WRTC, DIS, TTD, BOMN and TIPT... and a deeper dive into some of my other holdings

I’ve been meaning to check in on one of the few mutual funds that I’ve written in detail about for you, so in the absence of any other big portfolio moves we’ll take a minute for that today. DoubleLine Shiller Enhanced CAPE (DSEEX) is a “better mousetrap” kind of fund, which should make us start […]

Checking in on the real money portfolio -- one sell and two buys, plus comments on CRTO, OHI, GOOG, FB, AAPL, DLPH, BABA, DSEEX, SHOP, FFH.TO, MPW and SWKS. Phew!

One year in -- how's that DoubleLine Shiller strategy working?

What's being pitched by Money Map Report?

Some big picture thoughts on "what has to happen"... plus a new mutual fund to consider, and some minor updates

So many thoughts, so little space -- CRTO, FOSUF, LCSHF, ROIC, VTR, COR, DSEEX, NXPI, VC and more

A few things to blather on about for you today — a teaser, a new mutual fund I’ve been following that has some appeal (and some of my money now), and some quick updates on my portfolio. First, though, I want to call attention to our discussions here at Stock Gumshoe. Most readers will never […]