This year has proven frustrating for short-term based strategies like our flagship “the One” strategy. The strategy is very quick to respond to weakness and protect your investments, but as we have seen this year as we have defensively moved to cash the market each time would stabilize and continue higher, leaving us in the […]
Hello everyone. This week proved interesting for sure. Everything looked dire in the early part of the week, until the Federal Reserve announced on Wednesday their decision to end the uncertainty about its quantitative easing strategy, which the market clearly applauded. The latter two days of the week resulted in big up moves. As I […]
Hello everyone, as you know from the mid-week update I sent, we moved fully to cash on Tuesday and have remained there the rest of the week. The market has fallen 1.73% since we exited. Although the underlying issues that we track look quite weak at this moment, we have been in this situation a […]
Hello everyone, not much has changed since our last update. We are still 55% invested in the market (45% of the portfolio is safely in cash), obviously no margin use these days. Although we are still flirting with 52 week highs, the market continues to flash very conflicting messages. For the week, the market basically […]