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Heretic Speculator
Society and finance for fellow renegades.
By Mike Fay
· Launched a year ago
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HSEP Weekly Update: 1/28/23
Unchanged on the week - lag vs the S&P has worsened, but the portfolio is taking shape.
Jan 28
1
Portfolio Positioning: I'm Not Wrong, I'm Just Early
I can still buy Great Lakes Christmas Ale in late-January at multiple different stores. This is incredibly odd in my near decade in NW Ohio. Perhaps the $12 sixer
Jan 26
2
Pre-Market Thoughts: 1/31/23
The S&P breakout has not yet been invalidated. Until that happens, I'm selectively buying dips. A look at some of my open orders and the setups for those stocks.
Jan 31
1
This Stock Has That Bullish Look In It's Eye
We're up to 8 equity positions in the HSEP with a lot of cash remaining. Those equity positions will be scaled opportunistically. This morning, I bought my new favorite idea.
Jan 25
2
Most popular
Leave No Doubt
26
3
You Have the Power: MSM
18
5
The Self-Sabotage of Alex Berenson
25
15
Musk and Twitter: What. Is. Happening?
6
Pfizer's 5-12 Vaccine Study Is Woefully Insufficient
13
10
You Have the Power: Governance
16
7
See all popular
New
Community
Scott Adams: Back For More Punishment
The Dilbert guy is engagement farming again. This time with extra dickishness.
Jan 24
13
5
Scott Adams, Tech Layoffs, and the State of Solana
The Dilbert guy says "anti-vaxxers" won, thoughts on consumers, and Solana has rallied from $8 at the end of December to $25 now.
Jan 24
8
9
HSEP Weekly Update 1/20/23
It was busy week of moves. Some buys, some sells. Things are getting interesting but caution is still warranted until we get a legit decision on medium…
Jan 20
1
The Grifter Syndicate Returns to Davos
You didn't think I'd let Davos week come and go without dropping some jewels did you?
Jan 19
7
2
Long Live Long Form
I deleted Twitter in 2021. I came back in 2022. I'm completely indifferent in 2023. Long form is better and it looks like other writers are starting to…
Jan 18
1
Spotify Stock: A Quick Assessment
Spotify the product is benefiting me as a user too much. In this post; the company financials, Joe Rogan, and what I think Spotify the company should do…
Jan 17
1
HSEP Weekly Update 1/14/23
An update to the Heretic Speculator Equity Portfolio and a quick rant about crypto's favorite bureaucrat.
Jan 14
2
The Value of Independence
At 49 years young, Nasir Jones is at the top of his game. Secret sauce? No middlemen and no nonsense. Meanwhile, a famous YouTuber is dropping ads. The…
Jan 13
2
See all
Most popular
Leave No Doubt
26
3
You Have the Power: MSM
18
5
The Self-Sabotage of Alex Berenson
25
15
Musk and Twitter: What. Is. Happening?
6
Pfizer's 5-12 Vaccine Study Is Woefully Insufficient
13
10
You Have the Power: Governance
16
7
See all popular
Heretic Speculator
Society and finance for fellow renegades.
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