Sold DBA & Bought BOTZ

Back in December 2016, inflation and interest rates were likely on the rise.  Most commodity prices had recovered from their lows at the start of the year, especially Oil.  With rising petroleum costs, I postulated that perhaps Agriculture commodities would finally find a bottom.  So as a speculative hedge, I purchased DBA, an agriculture ETF.Continue reading “Sold DBA & Bought BOTZ”

The Robots Are Coming…my new book is available

  As a professional investor, experience has taught me that the most useful factor for generating alpha is trading with the trend.  While the quick momentum is with short or near term trends, they often fizzle out just as abruptly as they began.  The real staying power occurs with the infrequent long term generational trend.Continue reading “The Robots Are Coming…my new book is available”