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FANG and other tech favorites are bouncing back. And Monday’s magnificent eclipse.

Today FANG and other favorites like Square, Alibaba, Autodesk, Nvidia and Apple are up.

Yesterday they were down. The trend is up. The ride is scary and hairy.

They’re all overpriced. Which means I read their earnings transcripts and see what insights — good or bad — I can pull that might affect the “momentum” buying.

The world is still loving technology.

I’m reading lots of earnings call transcripts for nuggets.

Walmart (WMT) is doing amazingly well, though I hate shopping there, which has kept me out of their stock.

Then there’s bitcoin (see below) and gold…

I’m not a gambler. Which is why I also have boring stocks in my portfolio like Chubb, The Travelers, Berkshire Hathaway, Honeywell, Avery Dennison, JPMorgan Chase, and oodles of Vanguard index funds.

Some friends are putting in GTC (“good till cancel”) orders on their favorite stocks, at 8% to 10% below where they are now. They hope they’ll snag some bargains. Sometimes they do.

The business of managing an investment portfolio for the long-term does not match with a day to day writing of a blog. Hence some time other things that amuse me.

Monday’s solar eclipse. This is a map of the total eclipse. Click on it to see the full map:


You can find out what it will look like in your state. For example, here’s Oregon.


For more states, click this very informative site here. 

Don’t watch the eclipse directly. You’ll wreck your eyes. You can build your own cardboard viewing box. Fun project with the kids this weekend. Google “homemade solar eclipse viewer” or “build your own eclipse viewing box.”

Favorite bathroom door signs:



I thought this was funny. I have no idea where it came from.


Gas station sushi? Who thinks of this stuff?

Harry Newton, who missed Bitcoin when it was much lower. Now Harry should buy some now? He has no clue. Here’s Bitcoin over the last 12 months. If you can’t see the whole chart, click on it. Click on it again to return.