Bear Markets/Crash

Trend Following

that’s what we’re doing here, in this profession – getting our people through to the other side.


If stocks get cut in half and the economy’s participants all decide to get “risk-off” in their posture and their allocation decisions, the coins are going down.

Indiscriminate selling

There are a few green stocks in the market today, and by “a few”, I mean you can count them on two hands and still have a few fingers left over. To gag yourself with. Those green stocks are things like Kohl’s (a special situation takeover story) and then it’s like grocery stores and shoe…