Weekly Relative Rotation Graph RRG

Weekly Relative Rotation Graph RRG

Taking a quick peek at a weekly RRG to start off the day: For long positions, we want to keep our eye on the groups which are in the top right (Leading) quadrant, as well as those which are exhibiting relative strength and moving into the top left quadrant. I will...
Putting The Finishing Touches On July

Putting The Finishing Touches On July

While I am not dining at the Chez Paul for breakfast, lunch, and dinner every-day-of-the-week just yet, I’m close. Actually this would be impossible as the Chez Paul closed in 1995. In short, I had a break through July, one for the ages. All accounts I...
Baker Brothers Biotech Wizards

Baker Brothers Biotech Wizards

Some years ago, I was introduced to the Baker Brothers Advisors, LLC and their impressive track record investing in the life sciences vertical. Now in their mid to late 40s, Felix and Julian Baker have grown their fund over a 17 year period. Founded in the year 2000,...
Oil Will Be A Buy “Soon”

Oil Will Be A Buy “Soon”

 I feel like I have been saying that forever, “Oil Will Be A Buy Soon.” Oh, it’s because I have. I have been early (wrong) on this call for the better part of a year now, so position at your own risk. Commodities and specifically oil, begin to work...