2 thoughts on “Howe Street interview

  1. Gary Post author

    SMT portfolio update.

    Stock portfolio + 35% over the last 16 months.
    gold portfolio +56% over the last 16 months.
    Currency +6%. I am terminating the currency portfolio for the foreeseeable future as the currency wars are creating havoc in the forex markets and cycles are becoming useless.
    Energy portfolio still down 10% but recovering nicely now that oil has completed its 3 year cycle low.
    Quest portfolio +1700%. We are now playing with the houses money and no longer have any risk in the Quest portfolio.

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