• nvda-pegasus
    11
    Oct

    NVIDIA Is Still A Buy

    See that man in the picture? That’s Jensen Huang, CEO of Nvidia and a man who’s overseen his stock go from $23 to $188 in a mere 18 months. These guys have been killing it all year. They own the market for AI and Deep Learning applications with their $16k a pop GPUs, and are now taking […]

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  • all-time-high
    07
    Oct

    All Time Highs

    I sold out of AMZN, about 2 and a half weeks ago, right at the fucking bottom. Since then, the NASDAQ has slowly stair-stepped higher, now trading right back at ALL TIME HIGHS. I don’t expect it to keep ripping higher, unfettered, at a pace of 1% every day, but I do expect more gains. Then […]

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  • dubai-desert
    07
    Oct

    Another Meeting With JETRO

    I have an appointment with JETRO, the trade arm of the Japanese govt, coming up next next Tuesday in Bangkok to help arrange some potential buyers for Japanese fishery products. If history is of any indication, this will be a non-event, simply because government workers never get anything productive done and have an agenda of their […]

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  • shopify
    06
    Oct

    Is Shopify A Scam?

    2 days ago, renowned short seller Citron came out with a report suggesting SHOP is a multi-level pyramid scheme, comparing it to the likes of HLF, sending the stock plunging down 15%+. Whether HLF is or is not considered a pyramid scheme is still yet to be determined, but what we do know is that the […]

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  • sukhumvit-rd
    05
    Oct

    Risk On

    I’ve had a slow start to this week, due to slight sickness. I’m feeling a lot better this morning, however, having spent the better part of yesterday devouring medicine and taking naps. The risk on trade is clearly back in the markets, evidenced by strong Chinese markets and NASDAQ back at highs. European markets are […]

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  • song-do
    01
    Oct

    Recap: End of Q3, Back to Asia

    Today marks the last day of Q3 of 2017 and by the looks of it I am sanguine about what looks to be both a challenging and propitious Q4. Important parts of my long term plan have begun to materialize, albeit just baby steps forward in the big scheme of things. The summer months this year […]

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  • coherentlasers
    30
    Sep

    Bought COHR

    One of my largest holdings, PEGI, got smoked today, off by the tune of about 4%. They have wind projects in Santa Isabel, the south part of Puerto Rico, which just got destroyed by cat 4 hurricane. None of PEGI’s assets there, however, were damaged, but the company did readjust 3Q earnings lower, which is […]

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  • solar-panels
    28
    Sep

    Adding Some Solar: Bought CAFD

    I want some exposure to solar, which goes along with my theme of alternative energy as articulated before. For years now, people have been talking about solar, and its efficiency and ‘awesomeness’. Advocates for the technology will tell you it will cut your household electricity costs by a 2/3, literally overnight, and to the surprise […]

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  • reflection
    26
    Sep

    My Current Investment Strategy And How I’ve Grown

    It takes a lot of discipline, years of being on the receiving end of profound losses to learn how to successfully ebb and flow with the markets. The unexpected happens more often than expected and bad luck becomes a term lightly tossed around, an excuse of sorts for being caught on the wrong side of a trade. Short […]

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  • windfarm
    26
    Sep

    Shifting From Tech to Energy

    I have been somewhat busy this morning, buying and selling stocks – readjusting the portfolio as I deem fit. I am sensing a lot of fatigue in high beta tech names, namely the ones that have ran hard in 2016-2017 – that will likely last at least a few months. Tech appears to be dead […]

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