I wrote earlier this year about my late father’s stock portfolio (immediately turned into cash by his well-meaning but risk-average heirs), and I’ve been watching its progress ever since. As of today, it is up on an annualized basis by 25% (by way of contrast, world-famous money mismanager Cathie D. Wood, who has been paid hundreds of millions for her talents, is running this year at an annualized negative 14% with her biggest fund, ARKK). I thought it would be mildly interesting to show the 15 securities he had (past tense) which had established a handsome portfolio.

Here’s a multi-decade chart of Morgan Stanley (MS). Notice the big change? In the past, there were nice, clean tops always followed by a big tumble. Not anymore. Now that regulatory capture has been perfected, there are no more tops. Instead, we’ve got a clean breakout to a lifetime high, with plenty more to come.

Video game maker Electronic Arts (EA) is getting close to what could be a powerful breakout above its right triangle consolidation pattern.