Archive - This Time Is Different

I don’t have much new to say, but thought I’d jot down a quick update, if only to emphasize that nothing much has changed on my end, and to commit my…

May 23 •

January 2025

2024 Performance Review

In 2024, my portfolio returned 11.16% and the S&P 500 index returned 25.02%.

Jan 1 •

October 2024

Travels in China

I just returned from a three-week trip to China, part of it spent taking Chinese language classes in Shanghai on my own, and part of it spent traveling…

Oct 3, 2024 •

February 2024

Behold the 'New Era'

Nearly a century ago, Benjamin Graham, father of value investing and mentor to Warren Buffett, wrote:

Feb 10, 2024 •

January 2024

November 2023

JetBlue / Spirit Airlines Merger Thoughts

The JetBlue ( ) / Spirit Airlines () merger, which is currently being contested by the DOJ, seems like an interesting situation.

Nov 9, 2023 •

And a slight update in strategy

Nov 4, 2023 •

May 2023

I haven’t made many big changes since my last update, and am still holding a large portion of my portfolio in cash while I look for obvious…

May 22, 2023 •

January 2023

Market Timing III

I thought the pandemic-fueled days of speculative excess were over, but the past few weeks have put that premature notion to rest.

Jan 23, 2023 •

2022 Performance Review

In 2022, my portfolio returned 5.78% and the S&P 500 index returned -18.11%.

Jan 1, 2023 •

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