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Explanations After the Fact

One thing I’ve always found interesting about the financial press is the reasons they give for market volatility tend to work in both directions. I was watching the futures...

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Portfolio Update

I think the selling in $TPL is overdone. Let's go through my thoughts on valuation as well as the options I bought to reflect my opinion. Texas Pacific Land...

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Portfolio Update – Election Edition

Last night's election results mean Democrats will take control of both houses of Congress. Here are a few thoughts on the investing implications and on the portfolio:   1)...

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