Crosscurrents and the market environment

What I am doing

It's been a while since my last email.

The market has been a roller coaster and especially growth stocks, my favorite style, have been crushed by the market.

Image: the NASDAQ last 12 months and 10 and 30 weeks moving averages. Still a bearish outlook.

Now, I invest for the very long term and so in the long term companies with high growth and earnings engines win.

That does not mean there is not a lesson for me in what happened over the last several months.

Beyond my "forever-never touch" POTS, I do have a personal portfolio where I am a bit more active, not much though. In there, I experienced 3x-4x gains… only to see many of them become 0 gains at some point! And that does not make sense.

I have been reading Stan Weinstein stage analysis, a simple method that can help long term investors like me with better timing: when to enter or exit a position.

I believe my fundamental analysis coupled with a bit of technical / trend analysis can help me manage risk better and.. in taking profits when …