Category: General Investing
-
Poor Charlie’s Almanack by Charles Munger
Highlights from the best selling book Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger by Charles Munger.
-
USA stock market powers higher – Quant stock Portfolios up seven weeks straight – Update 05/11/26
Quant Weekly – Up over 66% since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 400% since April 2023 Sterling Infrastructure (STRL) became a 13 bagger in the Legacy Portfolio this week Education – Is sell in May and go away a viable investment strategy?
-
The Little Book That Still Beats the Market by Joel Greenblatt
The Little Book That Still Beats the Market by Joel Greenblatt
-
S&P500 up five weeks in a row – Quant Portfolios make another all time high – Update 05/04/26
Quant Weekly – Up over 57% since June 2025 Quant 30 – Up over 58% since June 2025 Legacy – Up over 300% since April 2023 Education – What is going on in private credit? A memo from Howard Marks 4/6/26
-
S&P500 near all time highs – Quant portfolios make all time highs – Update 04/27/26
Quant Weekly – Up over 54% since June 2025 Quant 30 – Up over 55% since June 2025 Legacy – Up over 290% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for three months?
-
S&P500 rallies again – All Quant Portfolios above 50% – Update 04/20/26
Quant Weekly – Up over 50% since June 2025 Quant 30 – Up over 50% since June 2025 Legacy – Up over 280% since April 2023 Education – Position trading concepts and practical lessons
-
Market rallies for 2nd week – Quant 30 and Legacy Portfolios make all time highs – – Update 04/13/26
Quant Weekly – Up over 43% since June 2025 Quant 30 – Up over 43% since June 2025 Legacy – Up over 280% since April 2023 Education – Which USA stock brokers are best when you need to buy fractional shares? Powell Industries in the Legacy Portfolio becomes a 12 bagger!
-
Market rebounds – Quant Portfolios make a large advance – Update 04/06/26
Quant 30 – Up over 32% since June 2025 Quant Weekly – Up over 33% since June 2025 Legacy – Up over 270% since April 2023 Education – When the CNN.COM Fear and Greed Index is four weeks at the Extreme Fear level, what is the performance of the S&P500 index in the 6 months…
-
S&P500 continues to fall – small caps and Quant Portfolios manage a gain – Update 03/30/26
Quant 30 – Up over 22% since June 2025 Quant Weekly – Up over 23% since June 2025 Legacy – Up over 270% since April 2023 Education – How do USA oil and gas stocks perform in the six months after a major conflict ends?
-
S&P 500 down for 4th straight week – Quant Portfolios holding on to gains – 03/23/26
Quant 30 – Up over 21% since June 2025 Quant Weekly – Up over 21% since June 2025 Legacy – Up over 270% since April 2023 Education – How do USA Defense Stocks Perform During and After Major Conflicts?
-
Extreme fear grips the stock market – stock drop slows – Update 03/16/26
Quant 30 – Up over 24% since June 2025 Quant Weekly – Up over 26% since June 2025 Legacy – Up over 270% since April 2023 Education – How do Value stocks compare to Growth stocks over time?
-
Middle East war begins – stocks drop – Update 03/09/26
Quant 30 – Up over 26% since June 2025 Quant Weekly – Up over 27% since June 2025 Legacy – Up over 270% since April 2023 Education – What is the best time of the day to buy USA stocks?
-
AI related selloff – Quant Portfolios make new highs – SaaS Apocalypse? – Update 03/02/26
Quant 30 – Up over 43% since June Quant Weekly – Up over 44% since June Legacy – Up over 270% since April 2023 Education – Is the “SaaS Apocalypse” a real threat to the future of USA software companies or is it a manufactured scare tactic to induce selling?
-
Quant Portfolios made all time highs again – Market up – Trump tariffs illegal – Update 02/23/26
Quant 30 – Up over 40% since June Quant Weekly – Up over 42% since June Legacy – Up over 270% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for one week?
-
Quant Weekly, Quant 30 & Legacy make all-time highs – Market drops – Update 02/17/26
Quant 30 – Up over 35% since June Quant Weekly – Up over 38% since June Legacy – Up over 270% since April 2023
-
Stocks wild ride – End week mixed- Update 02/09/26
Quant 30 – Up over 32% since June Quant Weekly – Up over 37% since June Legacy – Up over 270% since April 2023 Education – How does the USA software industry perform in the stock market over time?
-
January Month ends with USA stocks mixed – Update 02/02/26
Quant 30 – Up over 27% since June Quant Weekly – Up over 38% since June Legacy – Up over 260% since April 2023 Education – Is AI a Bubble? – memo from Howard Marks, Dec. 9 2025
-
Quant Weekly and Quant 30 portfolios make new highs – Market fades – Update 01/26/26
Quant 30 – Up over 32% since June Quant Weekly – Up over 47% since June Legacy – Up over 260% since April 2023 Education – What is the January barometer in the USA stock market?
Position Trader 