Since my previous post on Dutech (Dutech Holdings FY17’s AGM), the company has released it’s FY18Q1 results and I’ve had time to peruse it. I feel pretty much  vindicated, although the headline news don’t quite describe it as such. Anyway, maybe I’d write about some new findings in the next post.

Of late, markets have been on a tear. US earnings season is well underway and in fact, near completion. Judging from how the S&P index has been performing, it seems like the general consensus is that good times are back, and that the earnings thus far, have met the market’s expectations.

My US options and equity portfolio have also done immensely well the past couple of months. Too well, in fact. I get cautious when things rise too fast, too soon.

I don’t know exactly how well is well, but I withdrew $50k USD from the US ...