Research
Research
US Stocks Service Weekly Letter – Volume 8
[vc_row el_id="Commentary"][vc_column][vc_column_text] Growth stocks will not do better than value stocks for much longer. Since we’ve started our letter a couple of months ago, we took ample time to discuss in this long-term commentary section how various pockets of...
So The Party Was Fun, Let’s Do It Again…
So we decided to stay at the party and it has been worth our while to the tune of 10% in a day's time: But it's that time in the evening where we can safely leave and feel fine the next morning, or double down and stay for another game or two with high stakes, in the...
Come Join My “One Foot Out The Door” Trade
It isn't very often these days that I attend parties, but when I do I make sure to have a backup plan. If I arrive on the scene to find party goers talking about upgrading their kitchen appliances, who they have mowing their yards, or the the sizzling deal they got on...
US Stocks Service Weekly Letter – Volume 7
[vc_row el_id="COMMENTARY"][vc_column][vc_column_text] The outperformance of consumer cyclicals versus consumer staples is approaching the end of the line. A good way to understand where we are in a stock market and economic cycle is to look at the relative strength...
Slow And Steady
Not every position we put on has to be a Tesla-esque, TLRY face ripping widow maker. There is benefit in having an account with a balance of some high momentum positions with some slow and steady names as well. The Life Insurance Industry group has been offering up...
US Stocks Service Weekly Letter – Volume 6
[vc_row el_id="LONG TERM COMMENTARY"][vc_column][vc_column_text] Real estate indices are lining up for punishment on both sides of the border. Proponents of the modern portfolio theory suggest diversification is the best strategy to reduce investment risk in a world...
Research
Research
US Stocks Service Weekly Letter – Volume 8
[vc_row el_id="Commentary"][vc_column][vc_column_text] Growth stocks will not do better than value stocks for much longer. Since we’ve started our letter a couple of months ago, we took ample time to discuss in this long-term commentary section how various pockets of...
So The Party Was Fun, Let’s Do It Again…
So we decided to stay at the party and it has been worth our while to the tune of 10% in a day's time: But it's that time in the evening where we can safely leave and feel fine the next morning, or double down and stay for another game or two with high stakes, in the...
Come Join My “One Foot Out The Door” Trade
It isn't very often these days that I attend parties, but when I do I make sure to have a backup plan. If I arrive on the scene to find party goers talking about upgrading their kitchen appliances, who they have mowing their yards, or the the sizzling deal they got on...
US Stocks Service Weekly Letter – Volume 7
[vc_row el_id="COMMENTARY"][vc_column][vc_column_text] The outperformance of consumer cyclicals versus consumer staples is approaching the end of the line. A good way to understand where we are in a stock market and economic cycle is to look at the relative strength...
Slow And Steady
Not every position we put on has to be a Tesla-esque, TLRY face ripping widow maker. There is benefit in having an account with a balance of some high momentum positions with some slow and steady names as well. The Life Insurance Industry group has been offering up...
US Stocks Service Weekly Letter – Volume 6
[vc_row el_id="LONG TERM COMMENTARY"][vc_column][vc_column_text] Real estate indices are lining up for punishment on both sides of the border. Proponents of the modern portfolio theory suggest diversification is the best strategy to reduce investment risk in a world...