Portfolio Update

Recent Blogs

Jensen Huang – Updated

Two days ago, I wrote that I thought it was unlikely that Nvidia would fire CEO, Jensen Huang. I also wrote that “In situations like this, when a CEO...

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October 2026 CPI is 0.4% M/M

CPI was up 0.4% vs last month. This was down from 0.6% last month and was above expectations of 0.3%. This annualizes to 4.9%. There is no annual comparison...

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