Monthly Archives: August 2021

Darren ID’d some inflation resistant investments. Among them was PBFX. PBF Logistics LP is a fee-based, master limited partnership formed by PBF Energy Inc to own or lease, operate, develop and acquire crude oil and refined petroleum products terminals, pipelines, … Continue reading →

Last day of the month to make up a little lost ground. Markets maintained into the close yesterday and futures are up today. All good? Board is open

Ended the week up 2.78%. Good week but not sure it was enough to push me up for the month. I’ll sit down and calc that after month end on Wednesday. As you can see I’ve significantly reduced cash with … Continue reading →

A little late with the post as I’m up at the cabin with brothers and friends. Smoke from local forest fires about 70 miles away was the worst I’ve experienced yesterday. So bad, we had to stop fishing and get … Continue reading →

Brother here again. BOard is open

Well, even tho I’m literally 25 miles from the nearest gas station and off the grid in my remote cabin in No. MN. This is the 3rd night that I’ve had visitors. Tonight, my brother and his wife and their … Continue reading →

So the FDA, finally, while hundreds of thousands have died, has approved the PFE vacinne for Covid. Talk about a clueless federal agency? I see on multiple websites how they have moved at light speed to make this approval. Thanks … Continue reading →

Big changes in my overall TOP 10 allocation. Huge increase in cash, closed ENPH and added a little to EPD and BHF. As I said, I closed my ENPH position with a small profit. Unfortunately, while profitable overall on ENPH … Continue reading →

Gonna collect a fair amount of call premium today. Correction might be coming and contrary to the CNBC pundits, I see no reason to take that 10% hit if I think I can avoid it?? so I’ve been raising a … Continue reading →

US futures are down. I did raise a fair amount of cash yesterday. Sold OFS, PFLT, AGNA, ALTL and half of my FYBR. Looks like another down day. Board is open.