In a previous post I discussed how Copper was foreshadowing an improving economy and likely a continuation of the stock market rally. The same can be said of serval key economic indicators: Housing recovered in June Copper recovered in July 10 Year Treasury Yield bottomed in August Oil broke out in October Speaking of Oil,Continue reading “Biden is GOOD for Oil”
Author Archives: John Pugliano
Copper price foretells the post-election Stock Market Rally
Many people were pessimistic heading into the 2020 presidential election. But the price of Copper was foretelling a stock market rally. Prior to Trump’s surprise win in 2016, the price of Copper was stagnant. (see chart) Once he won, both Copper and the stock market rallied for the next 12 months. Prior to this year’sContinue reading “Copper price foretells the post-election Stock Market Rally”
Value Funds comparable to COVID90 portfolio
I’ve received questions from readers that either can’t or don’t want to purchase individual stocks, but would like to mimic the COVID90 portfolio with an ETF/Mutual fund. If you have access to a wide array of funds, then you could cobble together a half dozen sector specific indexes that target the industries that haven’t yetContinue reading “Value Funds comparable to COVID90 portfolio”
COVID90: final purchases
Today I purchased the remaining 19 stocks to round out the COVID90 portfolio. I’ve received questions as to the timing of my decision to jump back into the market. As previously stated, I’ve been waiting for a COVID 2nd Wave panic to present a buying opportunity. While that still may occur, at this point, IContinue reading “COVID90: final purchases”
COVID90: 22 more stocks
Just a quick note- today I added an additional 22 stocks to the COVID90 portfolio: BDX Becton Dickinson CDLX Cardlytics COHR Coherent EB Eventbrite ENB Enbridge FISV Fiserv GSKY GreenSky HRC Hill-Rom MGNI Magnite NEU NewMarket PFPT Proofpoint PLAB Photronics PS Pluralsight PSN Parsons QMCO Quantum SWM Schweitzer-Mauduit THS TreeHouse Foods TRVG Trivago VPG VishayContinue reading “COVID90: 22 more stocks”