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dealraker

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Everything posted by dealraker

  1. Been overweighting available allocations to energy since reading much about the sector being smallest ever in market cap three or so years ago. I think an energy super-cycle is underway but not yet recognized by too many.
  2. (Previous board member who took a long break here.) You guys shouldn't forget Michael Murphy, the high tech newsletter guy who had a fabulous run in the late 1990's and early 2000's. This gives his exciting history but is written before his real demise: https://money.cnn.com/magazines/moneymag/moneymag_archive/2000/10/15/289518/index.htm
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