It all began when I decided that I was going to take the summer off. It's kinda like the time I told my wife "I'm going to quit this job, take the summer off, and start work again in the fall". Well, in December, she reminded me that the summer was over. I dutifully trudged …
Ideas for May 31, 2020
Don't fight the Fed. Don't fight price. The market can be "wrong" longer than you can remain solvent while in a "right" position. Phrases I've observed on FinTwit this past week. All I know is what the charts tell me, and that is the market continues to point up. Here are some interesting charts for …
What’s The Deal With GSX?
Note: My editor (that's me) has been messing around with the blog theme this weekend. If you see a few odd things (that's actually normal for this site), please cut me some slack. In the meantime, I'll have a word with the editor. GSX (GSX Techedu Inc) has been the subject of a lot of …
Ideas for May 3, 2020
First, a general note about this blog. It is called "Ideas" for a reason. These are simply ideas. The work involved in generating these ideas represents about 5% - 10% of the work required on your path to profits. Do not read these ideas and immediately invest in them. Do your homework. Thanks for listening. …
Are Specialty REITs Special?
Are recreational drugs, tech and the government growth areas? Well, let's see: Do we all need stress relief after the past few weeks? CheckAre we gorging on social media and online conferencing? CheckDoes the government grow in times of emergencies? Check It would not surprise me to see these trends continue after we recover from …
The Chart Analyst 