Well, I feel like I’ve been doing a lot of punting lately. That is, I’ve procrastinated on making major decisions or taking actions on many projects personal and professional. One of them has been keeping this investment blog up to date.

It’s been how many months since I last shared my thoughts about the market or individual stocks here? You Have Got To Be Kidding Me!

I thought I glance through my portfolio and make an impulse decision about what stock I’d most like to go long in if I were adding money today. Then I sat back and thought, ‘Most of the bad investment decisions I’ve made were made on impulse, without taking a step back and doing more research.’

And so I’ve decided to punt again, since I don’t feel like spending the day after Thanksgiving doing stock research. But what I will be doing in the remaining weeks of 2023 is reviewing and hopefully rebalancing my portfolio, probably trimming my holdings from 15 stocks to something more like 12, and thinking about what broad macroeconomic developments should guide my investing next year. More to come.

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