Raging With The Machine
Tom Morello, of Rage Against The Machine, whose last tour was sponsored by Capital One, tweets his support for Black Lives … Read more
Tom Morello, of Rage Against The Machine, whose last tour was sponsored by Capital One, tweets his support for Black Lives … Read more
Switching To Four Cylinders Six months ago, we changed the way Portfolio Armor selected its top names. We had already … Read more
The Apparent Paradox Continues I used the image above in my last post, The Andromeda Strain Paradox, because an apparent … Read more
The Andromeda Strain Paradox Michael Crichton’s 1969 thriller The Andromeda Strain, about an extraterrestrial plague arriving in New Mexico on … Read more
Near the end of a previous post (The Soloflex Economy), I showed a portfolio hedged against a >4% decline that … Read more
Nice Quarter, But What Next? Shares of Shopify (SHOP) have now nearly doubled from the March 23 market low, after … Read more
Last week, I had an annual check-up with my cardiologist. His office happens to be located in the same building … Read more
Whitney Tilson Warns Netflix Longs Former fund manager Whitney Tilson has been busy recently. In addition to offering his readers … Read more
Amazon Hits An All Time High Despite its climb from the March low, the S&P 500 was still down 11.03% … Read more
When Puts Are Too Expensive Tesla Inc (NASDAQ:TSLA) offers an example of a stock that’s too expensive to hedge now … Read more
In a post last week (Maybe COVID-19 Won’t Be That Bad), I wrote that the impact of the virus in terms … Read more
A recurrent theme this year has been bad news out of China. First, and most obviously, the novel coronavirus; then … Read more
The CDC now appears to have overestimated the impact of the novel COVID-19 and estimated number of Coronavirus deaths. Recalibrating … Read more
One of the initial screens Portfolio Armor uses to remove securities from consideration looks at past returns: essentially, it avoids … Read more
COVID-19 Tracker: Waiting For The Worst I should be writing more. That’s what I tell myself. I developed a system … Read more