by Erik Kobayashi-Solomon | Jul 7, 2017 | Research
With the holiday this week, we have made only minor changes since we made our diary entry last week. The Portfolio As a reminder, here is what our portfolio looked…
by Erik Kobayashi-Solomon | Jun 30, 2017 | Research
The other day, I wrote an article about the only two forms of investing arguments that exist – “things will get better” and “things will return to normal” – that looked…
by Erik Kobayashi-Solomon | Jun 30, 2017 | Research
We were hard at work on the income portfolio so a lot has changed since we made our diary entry last week. While we’ve made some progress against our goals of…
by Erik Kobayashi-Solomon | Jun 27, 2017 | Research
We have been writing about IBM since the summer of 2015. It has been a great stock for bond replacement, and has even provided some good capital gains as long…
by Erik Kobayashi-Solomon | Jun 23, 2017 | Research
One of the most helpful books I have read about investing was George Soros’s trading diary, The Alchemy of Finance. Soros is a macro investor, and his way of approaching…
by Erik Kobayashi-Solomon | Jun 21, 2017 | Research
One option leg of our February 2017 investment in Union Pacific expired last Friday. The strategy below is meant as a follow-on to extend the time horizon of the investment…
