April 2025 Newsletter In this Newsletter, I will talk about taking advantage of a big market drawdown, as well as the risks and potential rewards of doing so. In my last newsletter, I discussed the tariff madness in the market, and the fact that up until that point things were not so bad. Less than … Continue reading Stock Strategies for an Uncertain Market
Tag: #bearmarket
February 2023 Newsletter After a big relative win in 2022 (7.6% over performance), I feel pressure to continue the winning streak, especially because I write a newsletter! The reality is that I (and you) can’t always be a winner. There are good years and bad years. It’s only in the long run that you can … Continue reading Rebalancing the Portfolio for 2023
October 2022 Newsletter In my July Newsletter, I set out a strategy to start buying positions in the least loved sector if and when the S&P 500 falls below 25% year to date (YTD). After a couple of near misses, the market finally crossed over this threshold albeit for a short time. True to my … Continue reading The Market is Falling, So Why Am I Buying?
Originally published July 3, 2022 The American market has finally achieved a bear market status (a fall of 20% or more within the year)... then it climbed back up, then it fell again. So are we in a bear market? Sort of. You have to remember that 20% is not a magic number, it's simply … Continue reading Almost Time to Go Bear Hunting
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