Portfolio Update: More Chips A brief synopsis before I begin. In late December, it started becoming obvious that group think fortified by...
Lies, Damn Lies: Bulls In Charge Edition Every day I go through roughly 200 stocks/indices/indicators, several times per day, looking for signals, attempting...
Portfolio Update: How Long Is Too Long? On our last episode I was just beginning to build back into our long positions, taking a position in NFLX, and...
Lies, Damn Lies: If You Don’t Know, Now You Know Edition Every day I go through roughly 200 stocks/indices/indicators, several times per day, looking for signals, attempting...
Portfolio Update: The Persistent Shuffle We came into January with a 200% long position based on a confidence that nearly everybody had the market wrong at the...
Tucking Tail and Running Post-Fed I came into today a chest pounding, snarling bear emboldened by a combination of a substantially positive January...