Poker Dreams: 2022 Highs And Lows
In March 2020 I made my deepest run yet in a high profile tournament finishing 36th at the $5200 Shooting Star at Bay 101 in San Jose, CA. On the second day I played with Chino Rheem and Darren Elias…
PANW, DE & AZO Earnings
As a generalist macro investor I focus on mega caps or stocks in the S&P 100. I look for high quality, reasonably valued stocks that express my macro views. This morning I feel like digging into a few stocks that recently reported earnings to see if any might be prospects for my portfolio as well as for the light they might shed on the market as a whole.