Nasdaq is down about 15% from its peak in Dec 2021. So far, this is the fifth straight week of losses, a very painful slide with hardly any respite. My […]
Month: January 2022
[Premium] Jan 2022 Portfolio Update
I was tempted to skip this month’s update since I know it will look ugly. I really rather not calculate it up and look at the carnage. But there are […]
[Premium] Stepped in to stop the panic
There is fear in the air. It’s unmistakable. There are even whispers of the “r” word going around. Before losing our heads and selling everything, it’s instructive to look at […]
[Premium] Just Pay the Fee
What a difference 3 weeks makes. Nasdaq is now in correction territory, falling about 12% after peaking in Dec 2021. Believe this is one of the worst Januaries for the […]
[Premium] Discussing the Fall of Cathie Wood
Not very long ago, Cathie Wood was hailed as an investment super star. Her flagship ARKK fund rose over 250% in 2020, before peaking in Feb 2021. She was considered […]
[Premium] Don’t Do Anything Stupid
Nasdaq had one of its worst weeks in recent memory, and forums are filling up again with questions of buying and selling. I’ve been feeling quite zen about the whole […]
[Premium] Are We in a Bear or Bull Market?
The title shouldn’t be a very difficult question to answer. Nasdaq is up about 7% these past 6 months, clearly marking it as a bull market. But when we dig […]
[Premium] Adding to Positions
Have added more positions last night. I’ve been sitting on the sidelines for some months now waiting for the impact of Omicron to play out. For vaccinated countries, don’t believe […]
[Premium] Outlook for China
I wanted to write about something that most people are missing. Many people are hoping for a quick v-shaped recovery in their Chinese stocks and poured in a lot of […]