Portfolio & Performance Updates Table of Contents * a. Performance vs. the S&P 500 * b. Portfolio Changes * c. Portfolio Management Strategy Snapshot * d. Updated Holdings a. Performance vs. the S&P 500 Overall:
Q2 2026 Earnings Season Preview Welcome back to earnings season. This article functions to set the table for my expectations heading into this important period. Obviously, that entails offering a lot of predictions about an inherently uncertain future.
News of the Week (July 13-17, 2026) Welcome back to earnings season. Netflix and Taiwan Semi reviews were published this week. Alphabet, Tesla, ServiceNow and more earnings coverage is coming next week. Over the next several weeks, subscribers will get
Taiwan Semi Q2 2026 Earnings Review Table of Contents * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release * h. Take a. Taiwan Semi 101
