The economy is going to run HOT

There are LOTs of people fearful of a BIG stock market correction.  They’re paranoid for several reasons, one of which is that the Market has run up so much lately.  I can’t predict the future, but experience (over 35 years of investing) tells me that given current market conditions, a correction would be a buyingContinue reading “The economy is going to run HOT”

Two Dozen More Stocks

I remain optimistic over the next 3-6 months.  Let’s face it, the naysayers have been consistently wrong about Market direction.  Protestors stormed the Capitol, US COVID death toll has exceeded 400k, tomorrow Biden will become the 46th President…and Markets are at or near record highs.  The COVID90 portfolio has done extraordinary. Since I’m in aContinue reading “Two Dozen More Stocks”

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”