TransEnterix Position +123% and What Do I Do?

A big fat nothing is what I do. Owing to the fact that I am the doofus who once sold 1000 shares of ISRG in the single digits (today’s value: $483,000) I decided to hold this baby Surgical Robotics company based on what I understand of its value proposition to hospitals, its addressable niches (like laparoscopy) and the unique aspects of its Senhance machines (like … Continue reading TransEnterix Position +123% and What Do I Do?

3 Amigos (SPX/Gold, Long-term Yields & Yield Curve) Updated w/ edit

It has been a while since we’ve had a 3 Amigos update because a) Italy and global tariffs noise aside, nothing much has changed with the macro and b) I felt my ‘image-based metaphorical content to straight content’ ratio was getting a little excessive. So I gave it a rest. Now it is time again for an update of these important macro riders in order … Continue reading 3 Amigos (SPX/Gold, Long-term Yields & Yield Curve) Updated w/ edit