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What happens if it hits the fan?
You guys may recall my interview with market historian David Chapman. David Chapman interview: A lesson in history applied to […]
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Short, mid, and long termed views
Some thoughts on the short and long termed market view today.
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Show me the money
Through this blog, I attempt to help you, the good readership, understand some of the strategies we utilize to achieve solid risk adjusted returns.
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More reasons to recession-proof your portfolio
Whether its a “hard landing” or “soft landing” – certain stock sectors do better than others during the recession or slower economic phase of the cycle
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A few observations
As an investor, you need to ignore those who would influence you, and follow your rules.
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The pain cycle
Inflation matters, government policy matters, and completing the Pain cycle matters!
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Investing in the swamp
Indications are that the SPX is breaking down from its 4100 key technical level.
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From Fed to Fundamentals
How we trade now, and in the future, must be dictated by the market.
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Near termed & mid termed view, and a case for small caps
I think that the market has a decent chance of a short termed rally. Thereafter, the market looks like it might continue its downward trajectory for a while.
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Never Miss an Opportunity
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