This is easily the most valuable exercise I do each month. It takes me half an hour, just 12 times a year. It's the best 6 hours I'll spend in 2018. It helps eliminate the noise by forcing us to only look once a month. It brings us home, to the...
Over the last few months we've talked about the diminishing number of short setups as even the weakest sectors and individual names begin to stabilize, however, we're still open to short opportunities. So today I want to discuss what goes into our...
In our last India Chartbook Update post we discussed a continuation of the trends we've been seeing for most of 2018, as well as some new developments in the...
The Baseball-almanac calls the 7th Inning Stretch, "Perhaps the most mundane, yet physically rewarding moment of every baseball game". Over time, I've learned to respect this time of the stock market calendar year in a similar manner. The...
This week I had the chance to visit Toronto for the first time. I spent a couple of days meeting with investors, doing a TV spot and taking in some of the things Canada has to offer.
I was invited to speak at the Toronto CFA Society to talk...
Sector rotation. Sector rotation. Sector rotation. I probably sound like a broken record at this point, but today's theme is once again...sector rotation. This time it's Transports being...
Over the weekend as I was doing my run through the entire S&P 500, I noticed some emerging strength in areas that aren't quite as sexy as Medical Devices or Railroads (kidding). Instead,...
I live in a funny world where I can just write some things on my phone or computer and people all over the world begin commenting on it. These conversations can last for months, even years. Those who know me understand that I try to do my very best...
The Retail Sector ETF $XRT just made new all-time daily closing highs. I was going to write an extensive piece on how we got here and the lessons we can take away about knowing what we own and...
It's not about being right, it's about making money. There's a difference and I think that gets forgotten too often. We want to position ourselves where we have the highest probabilities for success as well as where the risk vs reward is skewed in our...
If you've been reading our blog for a while, you're probably familiar with our process and how we identify reward/risk scenarios that are ridiculously skewed in our favor. With that said, the way we accomplish that doesn't always look exactly the same...
Life isn't just about Tesla gossip and Apple at a trillion. There is plenty of "less sexy" market behavior to be paying attention to right now that should have serious implications for the overall market. While boring to some, we have a huge...
This entire year we've been talking about under-performance in the mid-cap and small-cap segments of the market. To take advantage of that we've wanted to be shorting, or at least avoiding longs in, the weakest names in sectors like Public Sector...