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Finally… This Famous Asset is Ready For a Bull Market

All throughout last year, we saw signs of inflation ramp up. We knew it was coming early… Which is why one of our 2021 investment themes was “empty shelves” — profiting from inflation, shortages, and other supply chain pains. Of course, the Fed declared inflation was transitory for about 75% of last year… but that […]

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The Sweet Spot Trade

One of my favorite kinds of bottoming patterns is developing on a bunch of different names. See, while much of the market traded terribly over the past few months… … a lot of names took the brunt of their damage earlier in the year and are knocking out longer term bases. Now I don’t like […]

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Restoring Your Portfolio Brick by Brick

Some of the largest and most frequent purchases made by Americans during the pandemic has been home renovations and additions. More time spent social distancing and working from home has created an increased demand for sprucing up your space.  And in many situations, building out a home office creates a significant tax advantage. But if […]

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