Essentials

Comparisons to the bull market of the 90s can certainly act as a point of guidance for the current market. One analog...

Macro is dead. Paul Tudor Jones, perhaps one of the most famous macro investors of our time, confirmed this fact at...

Much like anything else in finance, every tool for investment whether fundamental, technical or emotional has its uses...

Simplification of seemingly complex situations in the markets is key to longevity in this business. If a situation...

What follows is the "Looking Ahead" section of my monthly report to investors to be released in the coming days. There...

Some changes in the portfolios to be reported in the days and weeks ahead. I've been adding brand new holdings....