Six weeks in. All three portfolios negative. The gap between the best and worst performer is 92 basis points

Three portfolios. Same starting positions. Different decisions. Real money logic. Week 4 · 6–12 March 2026 Editor’s note: This newsflash covers the week ending 12 March 2026. The following day, NST dropped 18% in a single session — a development covered in full in Newsflash #5. I’m publishing this issue as written because the decisions documented here deserve to stand on their own record. This Substack is reader-supported. To receive new posts and support my work, consider be