FISH STORIES / BLOG

Occasionally I blog about fishing, the fishing industry and behind the scenes in the life of this humble fisher. These can be rigorously thought-out or pure fluff pieces. You get what you get. Kinda like fishing.
Market Thoughts: Bounce or Trounce?

Market Thoughts: Bounce or Trounce?

Not much has changed since my  Gone Fishing Newsletter: Where do we go from here? We are digesting a big drop and bouncing around: https://twitter.com/i/status/1052606642376794112 Small Caps bounced but notice how they broke the 50D and Trendline support. For this...

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Market Thoughts: Mid-Week Review

Market Thoughts: Mid-Week Review

Here were my Market Themes heading into the Week as discussed in my Live Trading Room: Yes Brazil, No China My 9/21 Brazil into Oct 8 Election theme: well these three cost/margin efficient trade tactics, those Risk-Defined financed Call spreads will be over 10X. I...

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Buy What is On Sale: Morgan Creek Presentation

Buy What is On Sale: Morgan Creek Presentation

I am very fortunate to have Mark Yusko, CEO of Morgan Creek Funds, follow me on Twitter. He's a very approachable guy (must be the North Carolina charm), sleepless (judging from his tweet timeline) and an unapologetic bear (as you will see from his slide deck). I am...

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