Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]
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Sometimes we just need to take a step back. On Tuesday, we were headed into a devastating trade war, with a third of our exports to China subject to punishing tariffs (in response to the tariffs proposed on more than 10% of their exports to the US)… by mid-afternoon on Wednesday, the trade war is […]
What do I think? That’s what a lot of readers are asking during these volatile days… and there is, of course, no easy answer. My thoughts are all over the place, so today’s Friday File musings are going to run the gamut. Tesla (TSLA) is a good example of how the market is treating investors […]
I just realized that we blew through the 11-year anniversary of the launch of Stock Gumshoe just a few days ago… and forgot to have a party or light the fireworks or anything. Ooops. Guess I was distracted by this nutty stock market… so, “happy birthday to us!” And thank you, dearest Irregular, for making […]
The ides of February are dismal and dreary here in the wet and grey Pioneer Valley of Massachusetts, but we remain hopeful of the sunshine to come. What do I have to share with you, dear Irregulars, as we seek a little brightness to end the week? Well, I do have a few buys to […]
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so cross your fingers for better prices in the week to come (I did buy a couple positions this week, but as I […]
Today I’ll try to keep my blather a little more limited than usual… I have one update on a stock that I bought recently, and a couple updates on our watchlist this week (that list always lingers down there at the bottom of the Real Money Portfolio, in case you’ve missed it). The update is […]
For those who’ve been paying attention, we finally got the expected official Dataram/US Gold name/ticker change…. it’s now U.S. Gold Corp, an the ticker is now USAU. The stock is not moving at the moment, which makes sense — I’d guess that the highest probability near-term news is a secondary offering, which would be negative… […]
In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
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My bad. Somehow I thought you owned MMYT. I bought a small position anticipating the potential. So far it has not worked...
Don’t think I’ve ever owned MMYT, though I’ve written about it a few times. It’s far and away the largest OTA i...
Haven't looked at them recently, though I see they've been trying to build in India through acquisition... including, ju...
@GretaVanFleet "The sun shines brighter from above And you're the woman that I love We climb the mountain even higher K...