Since the last issue, things have taken an admittedly insane turn. We’ve seen a number of high profile protests occur in response to systemic racism and police brutality in the United States, with many states declaring curfews and martial law. I have my own thoughts on the whole matter, but being that everyone with a pulse is voicing their opinion,...

In all honesty, with the ongoing pandemic, the draw-down had come faster than I’d expected. The difference was almost night and day as malls that were once filled with people turned instantly into ghost towns. On the investment front, my Portfolio was doing what Bill described as “half a W”. I wish I could give you a Ritholtz-style review of...