Assuaging Your Worries (XHB, GS, HYG)

Bourbon & Bayonets

The greatest risk any investor faces in a bull market is jumping early. We therefore want to dedicate this letter to reassuring you that despite all the noise, the bull is strong. And for those who are, indeed, considering selling – and even more for those who’ve yet to climb aboard, we say – We […]

February 19, 2015

Trade the Weak Against the Strong (XHB,QQQ)

Executive Lounge, Wall Street Elite

We’re going to continue today with a theme that we’ve been pressing for some time now, but that still deserves some additional elaboration. Believe it: It’s Different this Time Wall Street is nothing if not skeptical. The best of the street’s traders and analysts are doubters nonpareil. Main Street also has its doubters. And it’s […]

July 7, 2014