Emotions are the enemy to outsized returns when investing. We all have heard the Buy Fear – Sell Greed mantra. Intellectually we know this. Emotions get triggered as the value of our account rises & falls and headlines are shouting at us how much better or worse it will get. Continue reading
Two to four month forward Technical indicator comments:
Gold: Continue reading
The past three years have been very rewarding for LOTM and our managed ZTA partnership. We have our periods of FUD, but we work to move through them. Periods of change are the highest risk and the greatest opportunity to capture new change or stay too long in the old ways. Continue reading
Personally, I have a 45 years of experience in the markets. I have more than a base knowledge of the markets, but I also consume and consolidate three to five hours of daily financial views & opinions in all forms, six and most of the time, seven days a week. Those of you with a life, don’t have the time to consume this much information. One of your benefits to reading LOTM, is the consolidation of news and more importantly “forward looking” opinion flow. If I wasn’t an addicted news junkie, I might have a life also. But it would not be nearly as much fun – for me. Have a great day! Continue reading
That pretty much sums up our emotions today.
As to positioning in managed accounts, we have a blend of,
Calumet Specialty (CLMT)* $12.94 was added to the LOTM: Ten Under $10 at a price of $2.61 in August 2020. The goal od Ten Under $10 is a double in price in one to two years. Calumet is running better than most Ten Under $10 picks, but it is not our best stock pick. Continue reading
2021 is and has been a volatile and challenging year.
