As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the late 1990’s are unmistakable: the incredible out-performance of Tech as the top SP 500 weight, the vortex it has created … Continued
Since last Wednesday night’s April 1, 2020 close, the SP 500 has risen over 11%. Crude oil bottomed in February ’16 at $28.50 per barrel (?), and I’m not sure if that was WTI or Brent. Today, WTI closed at … Continued
When you finally realize you’re really, really, old: Moved out of Chicago in 2019, to the western suburbs, near where i went to high school. As a workout fanatic, joined the local UFC GYM for both brazilian jiu jitsu and … Continued
The SP 500 was still up 10.58% as of May 31, even though the month of May was pretty ugly in terms of the monthly SP 500 return. Here were client’s Top 10 holdings as of May 31 and their … Continued