Insights

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...