Heretic Speculator

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Unchanged on the week - lag vs the S&P has worsened, but the portfolio is taking shape.
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
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.
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.

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The Dilbert guy is engagement farming again. This time with extra dickishness.
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The Dilbert guy says "anti-vaxxers" won, thoughts on consumers, and Solana has rallied from $8 at the end of December to $25 now.
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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…
You didn't think I'd let Davos week come and go without dropping some jewels did you?
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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…
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…
An update to the Heretic Speculator Equity Portfolio and a quick rant about crypto's favorite bureaucrat.
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…
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Heretic Speculator

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