End of March Update
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November 2026 Update
0:00 /11:48 1× As I write this, the markets are taking a beating, and in all honesty, that is part of the reason I wanted to make sure to send you something. The US midterms came and went with a huge showing for the democrats, and that will
July 2026 Update
0:00 /9:33 1× Here we are into the dog days of summer, finally! For the market, summer means less trading and less news, as people's vacation schedules reduce the volume of work. For the fund, though, we’ve been making selective changes and trying to capitalize
March Update: Take II
0:00 /6:50 1× When the facts change, I change my mind. What do you do, sir?” This quote, attributed to John Maynard Keynes, is one I take seriously as an investor. We have to remain adaptable, not because we are uncertain, but because the world is constantly evolving.
March 2026 Update
0:00 /10:30 1× What a few weeks it’s been for the stock market! As I write this, we are roughly 10 days into the conflict in the Middle East and there are a lot of ramifications. We’ll go through that (at least to some extent) and