This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no earnings companies that focus on uranium, quantum computing, former crypto mining companies, it drew most of the fallout from the bankruptcy of First Brands and TriColor. Halfway into the week, the portfolio benefited when Fed Chair Jerome Powell indicate that the path going forward are likely to be lower rates. What dominated the headlines was what ha ...