CURRENT NOTES
Monthly Note
- September 2024: Passing the tourch!!! (9/30/2024) - Passing the torch… “You are the accumulation of everything you have learnt from your mother and father, and a whole lot more you have added yourself. You now need to take that and lead the family. You’ve got this! It’s shit. Do the best job you can do.” Last monthly (August 31, 2024) we shared with friends, clients, and readers that my father had been diagnosed with an “advanced Leukemia and kidney failure … with very little time left to live”. It is with an extremely heavy heart that I share his passing came 6 short days later (September 6,… Continue Reading
Quarterly Report
- Q3 2024: The more things change: redux!!! (10/31/2024) - “The more things change … redux! In November of 2019 we opened with the adage, the more things change, the more they stay the same. We wrote: “Lately, I feel like I’m on a treadmill running up hill, for as different as the catalyst which pops a bubble always is, it’s as much the same (a bubble) … and yet, we’ve learned nothing. The mindset and attitudes of investors tend to be very predictable.” As was the case then, we had moved through a period of time in which the Federal Reserve attempted to increase rates off the “zero bound”… Continue Reading