Wednesday Rewind: Portfolio Darwinism!

Today I am going to replay an episode from a few weeks ago that I think is very relevant right now, pay special attention to my prescient comments on First Republic Bank/FRC at the 17:33 mark!

 

I also talked about pigs at the trough portfolio management. I’ll go through the Mailbag and talk about financials/banks haves and have nots. I’ll walk through the SMA portfolio, recent improvements and how we’ll make money this year.

 

Much Needed Levity:

Shane Gillis History Lesson on Alabama Football

https://www.youtube.com/watch?v=GfDilPmRgnM

 

 

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