Monthly Archives: January 2025

What Industries Would Consider Tariffs to Represent a Tailwind?

Howard Lutnick, the Commerce Secretary nominee for the Trump administration, is a proponent of balanced tariffs as both an income generating tool for the US government as well as a trade equalizer. https://www.cnbc.com/video/2024/09/09/balanced-tariffs-make-the-most-sense-for-u-s-economy-says-cantor-fitzgeralds-howard-lutnick.html?msockid=188615fdd9e769231f1d007fd88668bb He brushes off pushback of tariffs as

Posted in Open Blog

Saving Dividends for the Likely Flotation of OpenAI.

Reserving cash dividends from investments that have experienced temporary declines permit occasional new investment acquisition. In blog posts past, I reference a policy of thoughtful and careful equity selection, likening each and every possible purchase to the using up of

Posted in Open Blog

I NEVER Average Down. Maybe You Shouldn’t Either.

The typical thinking of investors, when confronted with an equity that has fallen in price, is to deem that company to be an even greater bargain than when it was initially acquired. “If a company X has declined price by

Posted in Open Blog

Gnostic Capital Portfolio Return for the Quarter and Year Ended 31/12/24.

The 4th quarter of 2024 continued to be positive for major market indexes. The Dow Jones Industrial Average advanced by 1/2 of 1% in Q4. The S&P 500 grew by 2.1% in Q4 and the NASDAQ 100 increased by 6.2%

Posted in Open Blog
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