Stick With The Secular Trends

Our 4-step process starts with identifying the strongest secular trends, then proceeds to government & central bank policy, industry and company fundamentals and finally technical and quant analysis. Stick with the secular trends for the biggest gains.

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2022 Forecast Review & Update

Here is my midyear review available to all subscribers. It covers my thoughts on how accurate our forecast was, the strength of our cash position and what to do with it soon. Holdings included for my aggregate managed accounts.

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