Summertime volatility but AUTOMATION is the Long Term Trend

Today was a bad ending to a bad week.  But don’t despair… The acquisition of Luminex (LMNX) by DiaSorin was completed 7/15/2021, so LMNX has been removed from my core holdings.  I’ve used those proceeds along with any new money to continue reinvesting in my existing positions.  Short term the market is choppy, especially forContinue reading “Summertime volatility but AUTOMATION is the Long Term Trend”

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”