10/30 Daily Market Note: Any market wide stability now opens up first tranche tradable opportunities in many companies
10/30 Premium Strategy Note: Positioning for a rebound.
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Folks -
The latest S&P 500, Hang Seng, and U.S. Tech selloff has opened up an intermediate-term window of opportunity within companies on my focus list which I will be discussing now. Before I get started, it’s very important to note that my ideas should be viewed from an equal-weighted perspective. This is to allow for the benefits of diversification to play out. Stocks will be highly volatile for the foreseeable future, but I am definitely interested in some of the current opportunities in the market with the understanding that there may be some intermittent drawdown in between. My goal is not to bottom tick the market (I’m unable to do that), but to capture what I believe to be a decent region for accumulation.