Mid-Year Portfolio Review…
YTD Performance:
🔵Geiger Capital: +52%
🟠S&P 500: +9%
Recap of my 1H 2026 performance, my positions as we begin Q3, and my next trade:
The IRS is warning Americans that starting 2025 they must report payments on Venmo, PayPal & Zelle of over $600.
Meanwhile…
The Pentagon just failed its SEVENTH audit in a row, as they were unable to account for 60% of their $4.1 trillion in assets. $824 billion annual budget.
Just one lifetime ago in the United States, our grandfathers were able to buy a home, buy a car, have 3-4 children, keep their wife at home, take annual vacations, and then retire… all on one middle-class salary.
Sydney Sweeney is an American icon.
"In this political climate, as a white woman, I want to give you an opportunity to apologize for saying you have good genes."
"No."
This is insane…
As Trump arrived to the UN, the escalator stopped working the moment he stepped on it.
Then the teleprompter stopped working the moment he got up to the podium to speak.
Stephen Miller is going nuclear…
“This is not fringe anymore. Tape, after tape. Federal workers, bureaucrats, educators, professors, nurses… people celebrating and cheering the assassination of Charlie Kirk! There is a domestic terrorist movement growing in this country.”
The first felony conviction of a former US President wasn’t for the Iraq or Afghanistan wars, illegal CIA coups, drone striking weddings, or spying on Americans…
It was because Trump misclassified a $130,000 payment for a porn star’s NDA.
Tells you everything you need to know.
Hillary Clinton in 2008:
“If they’ve committed a crime… DEPORT THEM! No questions asked. You’re gone!
If you want to become a citizen you have to pay a stiff fine, pay back taxes, and learn english.”
Today’s Democratic party would call her a MAGA far-right extremist on CNN.