Archive

Portfolio Manager Talking Points…Continuation of Yesterday

Posted on August 12, 2020

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There Is Only One Call To Make…This is It

Posted on August 10, 2020

Watching These New Development Very Closely

Posted on August 5, 2020

Here Is The List Of Talking Points Nobody Else Gave You

Posted on August 3, 2020

Portfolio Manager Talking Points

Posted on July 31, 2020

There Should Be No Surprise If There Is A Surprise Today

Posted on July 29, 2020

Fixed Income Longs Afraid of Religious Zealots

Posted on July 27, 2020

Weekly Closes Matter More Than Daily Closes

Posted on July 24, 2020

We Lost Our Religion And Own The Cheapest Structures In Outsized Way…New Trades

Posted on July 22, 2020

Path of Least Resistance is Higher Stock Prices…Taper Tantrum Risk High

Posted on July 20, 2020

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