For 1 and 2 year rolling periods, $SPYI has almost matched $SPY for total performance. It was just a sharp spike higher in the beginning that it missed. SPYI has outperformed in every drop of SPY. I couldn’t ask for much more for a Covered Call ETF. Excellent Insurance policy in downdrafts/sideways action…………like now.
Right now $PURR is $9.84. It was $7.98 when Stan Druckenmiller bought a stake in the company. Last week when he took a stake in https://t.co/jCJW2vU0PN , a Hyperliquid Proxy as an exchange for futures, Hyperliquid was $11.28 then jumped 23%. Now w have two days of major pullback. The price at the moment is likely in the middle of the goalposts for price, for an extra point attempt. It’s probably the best shot you may get for a while.
If you knew that the World would switch from Horses for transportation to Automobiles, you would likely invest in the automakers, oil companies, tire companies and even road builders. Hyperliquid is the Oil and the Road of future Commodity Trades. $BHYP and $THYP are the Oil and the Road. $PURR is the Bank that acts like tanks of Oil and Gasoline waiting to be distributed or they just sit on what’s in the tanks as long as they want. These are among the easiest and most obvious investments I’ve been “talking my book” for most of 2026. I really want people to have a bright financial future and believe that the volatility is not a sign of doubt. It’s so new. That’s it. These make more than 10% of my portfolio. They were 3% in early 2026. Stan disclosed his position in his last 13F and I expect it to be larger when disclosed in two weeks.
This is a spicy Scoop of a story. $SPCX .
Everyone wants to find the next Berkshire Hathaway. $MKL is constructed similarly to Berkshire. It’s #1 holding is Berkshire Hathaway. At a $23 Billion Market Cap for Markel, that’s the size of Berkshire in 1994. Since 1994, Markel has beat Berkshire for total performance. Markel right now is at one of the most extreme lags vs. the S&P 500 along with most Insurance Companies. Markel is way under its Trend. The S&P 500 is way over its Trend. Markel has a fair chance of being included in the S&P 500 within a year. They’ve been near the entry line for about two years.
Novo Nordisk has one of the better risk/rewards in the market. They are often compared to the $1.3 TRILLION , Eli Lilly. $NVO is valued at $131 Billion. Here’s the chart and the hurdles. $41.35 is the 50 day moving average. Once there, I think we get a run higher. Today they are $38.75.
Nike $NKE can be viewed through 3 lenses. It’s either one of the best stocks to own in October, one of the worst for 5 years or a great Brand that lost its way and will become a redemption story in the future. Some other brands have had their day in the sun but enthusiasm for them are exceeded reality.
