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No. of Recommendations: 2
Raybert,

How refreshing to see someone rowing his own boat. Your portfolio shows you have taken the less traveled.... and +95% is impressive.

I was in WKHS but exited when who, Amazon?, went another direction with another manufacturer. My very, very bad.

I don't agree with NTNX but Bert is on board with you, stubbornly hanging in there.

I have played the bubble differently which is why I am up only 58% for the year. I have been taking a fraction of the increased value and converting to cash on a regular basis. Now have 29% cash, waiting for at least one shoe to drop, let alone the other. Worse yet, my wife's IRA is heavy cash with a longer term view towards November. Longtime now to then but she has missed out on 17% increase since end of May.

I don't understand the COVID situation. I am here in the Philippines where I don't see any fudging of the numbers. We just went back to severe travel restrictions inside the country. The total number of cases here is less than the U.S. new case number for yesterday--and the population is 1/3 the U.S. 4 months total cases here less than 1 day back home. I don't get it. Whatever. It seems clear that the world economy is in recession. It is just too much money with nowhere to put it.

The end game is.... what?

Anyway, double congrats on doing your own thing and doing it well.

KC
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