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10 Sunday Reads Avert your eyes! My  • Lie After Lie: Listen to How Trump Built His Alternate Reality A 38-minute video shows how Donald J. Trump’s persistent repetition of lies and calls to action over two months created an alternate reality that he won re-election. Mr. Trump’s words, which were echoed and amplified by the rioters who stormed the Capitol on Jan. 6, are a central focus of his second impeachment trial. (New York Times) • Inside the Worst-Hit County in the Worst-Hit State in the Worst-Hit Country When COVID-19 surged through a North Dakota commu...

Can you outperform the market without its biggest, best-known names? That is the self-imposed charge of with Kevin Landis, founder of Firsthand Funds. The firm’s Firsthand Technology Opportunities Fund (TEFQX) gained 102% over the past 12 months, which is impressive enough; But Landis accomplished this without many of the biggest market drivers of 2020: No Apple, Amazon, Tesla, or Netflix. The fund was created in 1999, and has gained 21.1% annually over the past 10 years vs 13.9% for the S&P500 and 18.5% for the Nasdaq Index. Landis explains “You don’t need me to tell you to own Micr...