Oh, Gavin!
The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
In the weekend flagship note, the 🐿️ attempts to make amends for the worst macro call of his career. Check it out via the link below 👇:
Q3 continues to be kind to the BUSHY™ portfolio. Last week was the 5th strongest of the year - 3 out of the other 4 were back in January - and we are now closing back in on the high water mark hit at the end of February.
The 🐿️’s beta portfolio remains behind S&P year-to-date returns (but ahead since inception at the beginning of last year. YTD annualized weekly volatility is sitting at 8.54% versus 14.5% for the S&P 500 and 21.6% for VTTHX, our Vanguard Target Date benchmark.
Before we get to the portfolio reviews, a quick rant about Gavin Baker from the 🐿️ as well as a couple of related ideas.