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You are here: Home / 2026 / Archives for May 2026

Archives for May 2026

Darwin 2026 Portfolio Review: 1 May 2026

May 2, 2026 By hedgehunter 1 Comment

As we go into the mid-third of the year (the lazy-hazy days of Summer), in a somewhat uncertain world, it seems as though investors don’t care about global political and economic problems any more and US equity markets continue to grind higher and to make higher highs week after week. This is exactly what happened […]

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance, Technical Indicators Tagged With: Darwin Portfolio

Financial Repression: Part III

May 1, 2026 By Lowell Herr 9 Comments

If you have been reading this blog and/or following the appointment of the new FED Chairman you are aware of the potential or possibility of how the United States will work its way out of the 39 Trillion dollar debt – and growing at an alarming rate.  The four ways to reduce the national debt […]

Filed Under: Portfolio Construction, Critical Material, Portfolio Management, Risk Management Tagged With: Portfolio Construction

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Recent Posts

  • Creating a Recession Proof Portfolio September 20, 2026
  • Millikan Asset Allocation Portfolio Update: 16 September 2026 September 17, 2026
  • Gauss Asset Allocation Portfolio: 15 September 2026 September 15, 2026
  • Copernicus Portfolio Update: 14 September 2026 September 14, 2026
  • ITA Weekly: 11 September 2026 September 13, 2026
  • Kepler Asset Allocation Portfolio Review: 11 September 2026 September 11, 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026 September 9, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Portfolio Diversification: 6 June 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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