Finally got around to doing my august numbers. I’m not doing as well this year versus last. I guess I went too conservative too early. Not the 50-60% the rest of you folks are getting… Oof

Ytd 21.65%, mainly due to lucky bets with Pfizer and Fuji Films and horseshit speculation on Avigan will be useful in Asia the fight against COVID that someone talked about awhile ago among my circle of friends. It’s a crapshoot, who knows. same folks speculated on Moderna before it took off, which I missed the boat…(or I should say, I got out of the boat way too early, like always) …indexes are ok. I’m getting crushed by PG&E… Things have slowed down quite a bit. 3 months prior is 3% . 1 month prior was @ 0.96% I’m at 43% cash/mm right now at the moment. probably also not a good decision.Probably will end up negative in Sept, knowing me