Insights
WHY IT IS KIND OF TIME TO BE KIND OF CAUTIOUS…KIND OF
I feel compelled to qualify any seemingly bearish titles with cushions of preordained defeat, such as phrases like...
4 CHARTS TO GUIDE YOUR CONSCIENCE DURING THE WEEK AHEAD
The 4 charts to watch during the week ahead
PORTFOLIO UPDATE: WHAT WOULD YOU DO IF I SANG OUT OF TUNE?
Some hodgepodge
2 CHARTS REPRESENTING FRUGALITY IN ANALYSIS FOR THE WEEK AHEAD
The charts to watch during the week ahead
JULY PERFORMANCE SUMMARY AND LOOKING AHEAD TO AUGUST
*This is an excerpt of my monthly letter to investors summarizing the month of July. The full PDF version of the...
PORTFOLIO UPDATE: PROBING POCKETS OF RISK
Closing out a position after a nice run