Here are highlights of the performances of our 6 AI Semiconductor sub-portfolios for the week ending November 7th and for the month of October.

Here is what I'm anticipating we might reasonably expect to see in upcoming economic data releases in the U.S.

No one can get them all correct but if you put in some effort to understand the companies you own, the odds of making a panicked mistake go down. I'm not a huge fan of doing a lot of selling to get defensive.