CJ Brott
43 posts
The chip company stumbled earlier this year but now seems to be on track for a large gross margin expansion going forward.
Both stocks have declined substantially from their highs and formed reasonable bases from which to launch a rally.
We had hoped that Asia might have enough economic strength to support itself and avoid recession. No more.
There are two battles all investment managers fight: understanding the process and understanding themselves.
While we are keeping one eye on the door for our short term, momentum based investments, we continue to add to the longer term income producing side of the portfolio.
Rather than calling a market top we hope to let the markets tell us when to exit broad holdings represented by the ETFs in our portfolios.