Insights
IN THE THICK OF IT
Sometimes you just know. You know that the decisions you make during a predefined, limited window in time have...
CLIENT LETTER: AN IMPORTANT MARKET BOTTOM & THE TRUTH ABOUT TIGHTENING LIQUIDITY
What follows is a section from the “Looking Ahead” portion of my monthly letter to investors at T11. In order to look...
5 CHARTS THAT WILL HAVE YOU SAILING THROUGH THE DREADFUL LEMON SKY IN THE WEEKS AHEAD
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PORTFOLIO UPDATE: IT’S ALL IN THE DETAILS
On Monday, I tweeted the following: SGGH is Signature Group, which was an NOL shell, with...
HERE IS THE SUPPORT LEVEL THAT MATTERS MOST FOR THE MARKET GOING FORWARD
In my continuing lust for a market that has become increasingly plague ridden according to popular perception, I would...
HERE IS WHY THE S&P HITS NEW HIGHS BY YEAR END
You know the market has hurt investors when the analysis becomes a plethora of "maybes," "coulds," and "should bes."...