Portfolio update: 1H2024
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
![Black on Transparent.png](https://static.wixstatic.com/media/49a841_5da1e9d7044a4990b36c6b22818ab457~mv2.png/v1/fill/w_215,h_145,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/Black%20on%20Transparent.png)
![Portfolio update: 1H2024](https://static.wixstatic.com/media/49a841_a55edfb67d724d169d121bb44b0fe642~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_a55edfb67d724d169d121bb44b0fe642~mv2.webp)
![Week ended July 19, 2024: stocks and bonds sell off](https://static.wixstatic.com/media/49a841_1aec0bb5bb2b4ee3ba038f8457b1975a~mv2.png/v1/fill/w_306,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_1aec0bb5bb2b4ee3ba038f8457b1975a~mv2.webp)
- 4 days ago
- 4 min
Week ended July 19, 2024: stocks and bonds sell off
![Week ended July 12, 2024: stocks and bonds rip](https://static.wixstatic.com/media/49a841_e07ca35be8214ad88a191bd3ecfda0e3~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_e07ca35be8214ad88a191bd3ecfda0e3~mv2.webp)
- Jul 13
- 6 min
Week ended July 12, 2024: stocks and bonds rip
![US deficits / debt soar; should you care?](https://static.wixstatic.com/media/49a841_a5d45bb3752347e6ac461cff558b4493~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_a5d45bb3752347e6ac461cff558b4493~mv2.webp)
- Jun 25
- 6 min
US deficits / debt soar; should you care?
![Midweek update: Apple, CPI/FOMC, GME](https://static.wixstatic.com/media/49a841_20cc33ebda014bf1956047f5469c3bc0~mv2.png/v1/fill/w_306,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_20cc33ebda014bf1956047f5469c3bc0~mv2.webp)
- Jun 12
- 7 min
Midweek update: Apple, CPI/FOMC, GME
![Is fine wine a good investment?](https://static.wixstatic.com/media/49a841_9d2d8be1584e475589ae1d4d6936bc72~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_9d2d8be1584e475589ae1d4d6936bc72~mv2.webp)
- May 2
- 14 min
Is fine wine a good investment?
![Portfolio update: 1Q2024](https://static.wixstatic.com/media/49a841_a55edfb67d724d169d121bb44b0fe642~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_a55edfb67d724d169d121bb44b0fe642~mv2.webp)
- Apr 10
- 8 min
Portfolio update: 1Q2024
![Anti-obesity medications: part 3, valuations of LLY and NVO](https://static.wixstatic.com/media/49a841_678a75337bb544afae9183f4bd1b1a64~mv2.png/v1/fill/w_306,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_678a75337bb544afae9183f4bd1b1a64~mv2.webp)
- Mar 18
- 8 min
Anti-obesity medications: part 3, valuations of LLY and NVO
![Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk](https://static.wixstatic.com/media/49a841_a54509c3e48246bf8f8005aa1996fd36~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_a54509c3e48246bf8f8005aa1996fd36~mv2.webp)
- Mar 14
- 7 min
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
![Anti-obesity medications part 1: the market for anti-obesity drugs](https://static.wixstatic.com/media/49a841_b75d597bbd204b059fca8ad132fc413f~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_b75d597bbd204b059fca8ad132fc413f~mv2.webp)
- Mar 12
- 7 min
Anti-obesity medications part 1: the market for anti-obesity drugs
![Revisiting gold as an asset class](https://static.wixstatic.com/media/49a841_f64c013512e441ad8d4b1a10a62b387d~mv2.png/v1/fill/w_306,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_f64c013512e441ad8d4b1a10a62b387d~mv2.webp)
- Mar 5
- 4 min
Revisiting gold as an asset class
![Berkshire Hathaway: 2023 results and the path forward](https://static.wixstatic.com/media/49a841_00d8e138f8bc40debcd356d0ac59847f~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_00d8e138f8bc40debcd356d0ac59847f~mv2.webp)
- Feb 27
- 9 min
Berkshire Hathaway: 2023 results and the path forward
![Revisiting semi-conductors](https://static.wixstatic.com/media/49a841_c481a6fec1714f609fa4f86c2d0b4950~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_c481a6fec1714f609fa4f86c2d0b4950~mv2.webp)
- Feb 20
- 5 min
Revisiting semi-conductors
![Enhancing shareholder value](https://static.wixstatic.com/media/49a841_ac69f182abd644ad8efeb3787fe7f0d5~mv2.png/v1/fill/w_306,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_ac69f182abd644ad8efeb3787fe7f0d5~mv2.webp)
- Feb 14
- 7 min
Enhancing shareholder value
![Portfolio update Dec 31, 2023 (4Q23 and FY 2023)](https://static.wixstatic.com/media/49a841_0ba7d8eaffd94892949053eeb4e15923~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_0ba7d8eaffd94892949053eeb4e15923~mv2.webp)
- Jan 25
- 6 min
Portfolio update Dec 31, 2023 (4Q23 and FY 2023)
![Some investment "thoughts" to start off the new year](https://static.wixstatic.com/media/49a841_cac8c724c62a4f28b73442756cdf69e4~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_cac8c724c62a4f28b73442756cdf69e4~mv2.webp)
- Jan 2
- 31 min
Some investment "thoughts" to start off the new year
![Spending your retirement savings](https://static.wixstatic.com/media/49a841_55591bbce96c4321b1668bfe3f24a901~mv2.png/v1/fill/w_306,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_55591bbce96c4321b1668bfe3f24a901~mv2.webp)
- Dec 7, 2023
- 8 min
Spending your retirement savings
![Personal portfolio allocation](https://static.wixstatic.com/media/49a841_6c6273eafbec442b90140f813e5eb279~mv2.png/v1/fill/w_305,h_172,fp_0.50_0.50,q_95,enc_auto/49a841_6c6273eafbec442b90140f813e5eb279~mv2.webp)
- Nov 30, 2023
- 7 min
Personal portfolio allocation