

- Apr 17, 2020
Bull Market Recovery ?
“Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows. " - Jim Rogers The Portfolio The portfolio is UP 0.27% YTD as I'm writing this post. Our benchmark index, the S&P 500 is down -11.14% YTD. Bull Market? In my last post I said, "Earnings haven't come out yet, and when they do investors had better not be looking at earnings as a metric for which stocks to buy and sell. Everyone should be looking at revenues, because that will t


- Apr 8, 2020
Raising Cash Today
“Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows. " - Jim Rogers The Portfolio The portfolio is down -4.88% YTD this morning. Our benchmark index, the S&P 500 is down -16.00% YTD. Is This The Bottom? In my last post on March 28th I asked the question, "Is This The Bottom"? In my worst case scenario I gave an S&P 500 range of a decline to 2,100 to 2,150. I've reiterated my calls on the market below. Since then investors hav