Welcome to Almond Confirmed
September 24, 2020
Write-Ups
Portfolio Allocation Hypotheticals
When on the topic of investing, you will inevitably run into various ideals on portfolio construction. Some of the...
Chinese Risk Exposure Update
Sentiment has been increasingly turning negative on China this year. Three main developments I see at play are...
Where we stand YTD 4/14/2020
Almond Confirmed April 14th 2020 overview of where we stand year to date.
A Merger And Two Spin-Offs
I specifically got into United Technologies for the Otis exposure and now that the business has spun off into...
Bear Market Quick Thoughts
The recent market environment could cause anyone to panic. Remember to make decisions with your investment time horizon in...