On Breakouts Part II

In my prior article about breakouts, I missed out on a chance to speak about the recent change in market structure, and what it means for all of us as investors. Let’s go back in time a few decades. When I think about back then it felt like, most investors bought stocks, collected their dividends, […]

The Most Annoying Risk…

People really like to complicate things. They worry about non-problems. They over-trade. They over-think. They ignore the obvious. I believe this investing game is actually quite simple—buy unusually cheap companies with strong macro-tailwinds and then don’t sell until something changes. It’s really that easy. Unfortunately, I’m not the only one practicing this craft. While the […]