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50,000 New Infection Thursday – Happy Holiday!

50,000 new infections! That's right, that's the 5th time in the past 7 days the US has hit new all-time single-day highs in infections. ; Over in Japan, six weeks after Tokyo lifted it's State of Emergency, they are back to their May highs in daily infections. ; At...

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Testy Tuesday – Are we Hedged Well Enough?

Nice move up yesterday, this is a good time to take a look at the Short-Term Portfolio (STP). As you know, I'm a bit skeptical of the rally because over 10.4M people (yes, up 400,000 since Sunday) ;on the planet now have or had Covid-19 and less than 1/2 of...

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