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Ether Capital converts to an ETF
Move closes the discount to net asset value without triggering a taxable event
Monday Morning Notebook
Random thoughts and portfolio update
2023 Portfolio Review: Closed Trades
My portfolio at the beginning of the year was bloated. I spent 2023 consolidating, high grading and trying to be a more active trader to take advantage of temporary dislocations. The wins took care of themselves, my best decisions involved avoiding drawdowns.
2023 Portfolio Review: Open Positions
As lump sum turn key projects come off its books, investors will realize this company is going to make billions of dollars servicing nuclear and infrastructure needs.
Old warriors
The difference between going into battle to wage a war, and going into battle to win a war.