Portfolio Update 10/6/17

It’s been a year since my last portfolio update. I took a break because I was working for a RIA and didn’t want to do anything FINRA would frown upon. I’ll get back in the habit now that I have resigned. I’ve had a great year in the markets, after returning 12.5% in 2016, I’m […]

What the Presidential Candidates Overlooked

Probably the most discounted and distorted issue in the 2016 US presidential election was the displacement of American jobs by automation and machine learning. The President-elect blames these disruptions on bunk trade pacts, immigrants and overregulation. I believe this is dangerous and needs to be talked about fairly. In 2013, Carl Benedikt Frey and Michael […]

Portfolio update 10/21/16

I’ve had an exciting month. I had two positions rise ~20% on the same day, Twitter (TWTR) and Bats Global Markets (BATS). I’ve also had two significant positions, American Express (AXP) and PayPal Holdings (PYPL) rise ~10% last week week. Those big moves were partly offset by underperformance in my two largest positions Gilead Sciences (GILD) and Under […]