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”

Now overweight in Contrarian VALUE position with purchase of: IBM, GE & INTC

Today I added IBM, GE & INTC to the contrarian or value portion of the portfolio.  Bringing that strategy to an overweight position of roughly 36%, just behind International which accounts for 40% of the portfolio. All seven contrarian stocks (DIS, GE, IBM, INTC, SBUX, VZ, WMT), as the name contrarian implies, are out-of-favor…but IContinue reading “Now overweight in Contrarian VALUE position with purchase of: IBM, GE & INTC”