A Portfolio Update: Embracing Discomfort This market doesn't waste a minute telling an investor when they are wrong. It's up to the investor whether they want...
Time To Rotate Em’ It's not so much that I'm bearish. Call me skeptical. I was a maniacal, raging bull as we entered 2019. Since then,...
Lies, Damn Lies: Stampede Edition Every day I go through roughly 200 stocks/indices/indicators, several times per day, looking for signals, attempting...
Lies, Damn Lies: Hard Knock Life Edition Every day I go through roughly 200 stocks/indices/indicators, several times per day, looking for signals, attempting...
Lies, Damn Lies: Rotation Station Edition Every day I go through roughly 200 stocks/indices/indicators, several times per day, looking for signals, attempting...
A Portfolio Update: Carrot On A Stick This past week liquidations in the portfolio: Out of AVGO Out of JPM Out of NFLX This past week additions to the...