Eating Humble Pie

Sun, 2018/01/28 - 3:02pm | Your editor
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Having just worked out our portfolio gains and losses today, I am about to eat humble pie. Our performance was in no ways due to brilliance in picking stocks, funds, and bonds. It simply reflected the accelerating drop in the US$ after the messy commentary by Pres. Trump and has Treasury Secy. Because we don't hedge our foreign currency positions, as a matter of principal, our stunning performance is mostly about dollar weakness. To view the result, please visit:, our website. But recall that this is a fluke rather than something to boast about.

Apart from the dollar drop, another impact on the portfolio rise came from two of our paid writers, who have expertise I do not have. Details follow for paid subscribers.

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