The Gumshoe family had a fun adventure over the past couple weeks, covering about 4,000 miles on our first big road trip since 2019… and every town and state we saw was a little different.  Hotels are full, but wildly understaffed in a lot of places — we stopped at a beautiful historic hotel in […]

  There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]

Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]

A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)

A couple new buys in the Real Money Portfolio this week, plus updates on Equinox, GAN, some stop loss orders in high fliers, and many more...