Monthly Archives: February 2022

New day, new month. Ended Feb. Up 244 bps for the month. and 71 bps for the year. I’m actually pretty happy with this especially given the results for the US indexes. BLDR and CNR are my two Building Supply … Continue reading →

Happy to see that the west has finally sanctioned Putin over his unforced Ukraine aggression. Regardless of whether the sanctions have any meaningful impact, putting Putin on par with Kim Il Jong of No. Korea sends a meaningful and needed … Continue reading →

Just opening a post for some weekend ramblings. First, here is my graph of month by month results since January 2021 So up 6.6% thus far in 2022. Here are my 10 best stocks thus far in 2022. Stock 2022 … Continue reading →

To be honest, I’m embarrassed about how little the Western modern world is willing to sacrifice to punish Russia for its utterly reprehensible invasion of the Ukraine. RSX is up over 4% on Biden’s “Strong” sanctions. OOOOOHHHHHH! I’m getting goosebumps … Continue reading →

Two big “G” stocks, GNK and GLNG, report before the open today. Very, very interested as they are the 5th and 3rd largest positions for me. Board is open

SDRLF (out of bankruptcy), FYBR, FRG and VICI reporting today. I don’t own any of them but am watching. Board is open

2-2-22, Lets hope that’s a good omen for the start of this 4 day shortened week. As of this writing on Sunday morning, no Ukraine invasion. Having real connectivity problems today at the cabin. So I’ll partial post and get … Continue reading →

The markets have been struggling. I show YTD the Dow, SPY and QQQ are down between 6 and 13%. I’ve been fortunate and have avoided that (so far) and am up a bit more than 5%. Here are the top … Continue reading →

New Iron Air battery tech being developed right here in the Iron Range of No. Minnesota. Partnership with Form Energy and Great River Energy. Huge potential if to enable intermittent power from Solar and Wind energy. Especially interesting for me … Continue reading →

Watching for SNII/RGTI’s quantum computing SPAC merger this am. SPAC’s have had some pretty rough openings in the last several months. I own a very small position in SNII warrants. Expecting a giant drop into the $6s and if it … Continue reading →