Looking at a chart of the S&P 500 Index for the month of April reminds me of those hideous V-neck sweater vests I used to wear during my early days as a stockbroker. Read More
Monthly Digest
April should be a transitional month for the stock market as companies are reporting first quarter results at the same time some of Trump’s legislative agenda comes into sharper focus. Read More
I don’t expect the stock market to give back all of its recent gains in the months to come, but I do believe investors will become more discriminating as the fantasy of easy growth gives way to the reality of difficult choices. Read More
If enough people are temporarily ignoring conventional metrics when making buy and sell decisions, then we can make money from those decisions if we correctly identify stocks those investors are likely to embrace next. Read More
In some respects the stock market’s behavior in December was even more surprising than in November. Read More
By the end of November nearly all of our Open Trades positions were sporting positive returns, setting the stage for what should be a very profitable December. Read More
So long as the employment numbers don’t start unraveling, we may be able to avoid altogether the market meltdown many are expecting. Read More