Insights
THE CIRCUS THAT WILL BE 2014 IS JUST WARMING UP
If 2014 will teach traders and investors anything, it will be that reading too much into any market move is a...
JANUARY PERFORMANCE SUMMARY AND LOOKING AHEAD TO FEBRUARY
*This is my monthly letter to investors summarizing the month. The full PDF version of the summary, including managed...
PORTFOLIO UPDATE: THERE IS NO FENCE LIKE DE-FENCE
During the trading day Friday, I tweeted the following: Defense in the markets is a an exercise in...
THE VERY SERIOUS RAMIFICATIONS OF A NEGATIVE JANUARY
The recent market action has put some salt in my game. Not because I am some hardcore bull that can't see outside of...
3 CHARTS THAT WILL MAKE YOU A DERELICT OF MARKET DIALECT IN THE WEEK AHEAD
click chart to enlarge