Portfolio

Portfolio Update: Full Speed Ahead For Another American Century

Portfolio Update: Full Speed Ahead For Another American Century

Since August, the I&F Portfolio is up more than 70% and has outperformed the S&P 500 by 50%, thanks to stellar performances of AppLovin (APP), Rocket Lab (RKLB), Esperion Therapeutics (ESPR), Navitas Semiconductor (NVTS) and Verona Pharma (VRNA), among others.

iPadOS 18.1 Bricked My Brand New iPad Pro (M4) - What's Wrong With Apple?

There have been issues with iPadOS 18 bricking devices for the past two months. While my problem was easily solved, it calls into question the usual perfection of Apple products.

AI: This "Bubble" Is Stuffed With Money

AI: This "Bubble" Is Stuffed With Money

If there's an inflating AI bubble, it's a bubble stuffed with money. NVIDIA's earnings on August 28th could burst it again and unleash a cash bonanza for investors.

Time To Pick Some Stocks

Time To Pick Some Stocks

Time for some optimism: After the recent sell-off, let's call it a bottom and put together a stock portfolio.

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