Insights

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...