After a week of challenges, few of which were market related, it’s time to clear my head with my favorite band. This song was done as the encore at the Boston show my daughter and I attended. A mind blower of blessedly few chords. Continue reading Yeah Yeah – BJM
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?
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