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”

COVID90 initial buy

I’ve been anticipating a Market panic over the COVID 2nd Wave, and assumed that it would precede the election.  It doesn’t look like that’s going to happen.  I also believe that regardless of the election outcome, Markets will do well because 2021’s astrological forecast is for waning COVID and waxing Stimulus…regardless of who might beContinue reading “COVID90 initial buy”

Market rally fails again…is it going lower?

The S&P 500 is barely holding above a technical correction and it has failed multiple times at the 50 day moving average.   The rotation rally looks like it has fizzled.  Today was characterized by indiscriminate selling.  Everything was down- Tech, Value, Precious Metals, Bitcoin…everything. I think the market is headed lower…but I’ve thought that allContinue reading “Market rally fails again…is it going lower?”

Markets have been selling off for four straight weeks.

Today the S&P 500 gapped down, but then recovered to close at an intraday high, showing that bargain hunters are still active.  So is the selloff over?  I don’t think so.  I’m anticipating more down days as a second wave of COVID crests ahead of the November presidential election drama. The downturn will likely continueContinue reading “Markets have been selling off for four straight weeks.”