Index Investing

Recently, I had the opportunity to discuss market and asset class cycles with David Lin from Kitco News, which has gained a lot of attention. I shared my view that we are currently in a complacency phase, not a new bull market phase, and David probed me with some great questions, for which he is…

Technical trading is a powerful investing strategy for those who want to protect their portfolio from market volatility and bear markets without sacrificing performance. The goal of technical trading is to follow a mix of assets that are not correlated with each other and to only hold assets that are increasing in value. This allows…

Another year has gone by, and you are either richer or poorer, happier or sadder, living life or worried about your future. 2022 ended up being an alright year for individuals who focused on controlling risk and positions. Investors and I are up over 5% in 2022 using a passive consistent growth strategy. It may…

Stocks struggled with overhead resistance for the past week. While seasonal trends usually favor a year-end rally, this year’s rally may already have finished. January will be the month to watch. If the market closes with a positive January, we almost always have a strong year for stocks. But if not, we could be in…