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Ignore The Media

Ignore The Media

“Believe it or not, things in America are better than you think. In a way, America is the equivalent of a fundamentally healthy plant under attack from hard-left aphids. If we can rid ourselves of that parasite, we will be fine.” Read the whole thing: ...
From The Worst To The Best

From The Worst To The Best

Great stuff from Ben Carlson of awealthofcommonsense.com:  The first quarter of 2020 saw the S&P 500 fall 19.6%. The second quarter of 2020 saw the S&P 500 rise 20.5%. Add this up and on a total return basis the U.S. stock market was down just 2.7% through the...
Market & Portfolio Review

Market & Portfolio Review

As of the June 15th close our Tactical Opportunity Strategy is up 30.3% in 2020(net of fees), versus a loss of 5% for the S&P 500 Index.   Since inception(Jan. 1, 2017) the T.O. Strategy is up 112% versus a 37% gain for the SP 500 Index.  We have outperformed the...
Unemployment Claims Ease

Unemployment Claims Ease

The numbers:   Almost 3.2 million people applied for unemployment benefits last week after the coronavirus cost them their jobs, but the historic wave of layoffs tied to the pandemic is receding. The number of initial jobless claims processed in the week ended May 2...
Everybody Out! Part 2

Everybody Out! Part 2

$700 billion went into Money Market Funds in March.  That’s four times the previous record flows.  This is fuel.  Much of this money will eventually return to the stock market.  We consider this quite bullish.  Everybody Out!, Part 1: ...