This is an update of my 1Q2026 portfolio performance. My all-in return was nil, which was not disappointing (to me at least) given the performance of assets prices in March, following the beginning of the US-Israel war against Iran.

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!

Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.

The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...

This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.