- My Respect for LeBron has grown over the years. Anyone who rattles the Fox News talking head, Laura Ingraham, is a friend of mine.
- The gun debate might have finally taken a turn after the Parkland, Florida shooting. The kids are standing up and speaking out. It feels like we’re getting tired of it all. AK-15 laws? Background checks? Twitter is abuz.
— National School Walkout (@schoolwalkoutUS) February 17, 2018
- Texas baseball looks like they’ve carried over their issues from last year – great pitching, but not a lot of hitting. Chemistry seems better, however. I expect we’ll see a much improved season.
- Texas football recruiting is off to a slow start, but life is good – I’m still celebrating the 2018 class.
- The equity market seems entirely too flimsy. I haven’t felt this way in a while, but with QE ending and inflation likely to tick up, I don’t foresee a fun year to be in equities.
- Olympics, meh. I’m super impressed by the athletes, but I don’t feel the connection. Maybe I’m falling into the me-only American mindset that could damage our country if we don’t learn to look beyond our noses.
- Positions
- VMW
- SQ sold with profits
- DUK
- JPM sold 1/2 for profits
- HD sold break even
- AMZN sold for profits
- AAPL sold for profits
- TTWO
- MSFT
- GE
