Monthly Archives: August 2022

Commodity Shortages Amid Recession

It’s been an interesting week in the markets. My overall portfolio is up more than 5% on the week, thanks to my allocation to Uranium miners. Of course, it was down more than 9% on the week prior so no … Continue reading

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My market expectations going forward

It’s difficult to come out with the best template to invest in today, so here’s roughly what I’m thinking. Just like after the dot-com bust, the mighty will fall (in price). Industry stalwarts set to benefit greatly from prevailing trends … Continue reading

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Back from vacation, here are some quick charts

I didn’t trade much this last week, basically only adding a couple more SPY puts as the rally continues. I’m still convinced we’re in a bear rally, and my views of the charts above all reflect that. I actually did … Continue reading

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Basic technical analysis and where we are today

The very basics of technical analysis is trend-following, with the idea of holding during the bulk of an up-trend and getting out for the bulk of the down-trend. Here’s where we are for the S&P 500: Many investors like to … Continue reading

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