4th Quarter Special Offer: Entering the Final Quarter of 2023 Strong Together. 50 Spots Offer.
50 Special Seats for 50 Lucky People: Hands of Strength into Q4
Folks,
I’m back.
And I want to enter the 4th Quarter with a special gift for you, generously provided due to our strong relative outperformance in September.
I’m opening up another coveted 50 Spots at 50% off forever to help my Community. Valid for 1 day to reward those who take action.
More on that below - but first, a recap.
I have just finished a 2-week trip to HK/China. Part of the trip was for vacation purposes. The other part was to see the consumer consumption trends on the ground in HK and major Tier 1 cities in China to inform my ongoing views of the economic landscape.
These trips greatly complement my existing investment research and provides me a marginal edge (however small) against the very smart market participants who play in this market.
We are now in the 4th Quarter of 2023. Needless to say, September has been a very challenging month for most U.S. & HK investors.
However - for our Community, September is one of those months during the year that is a resounding reminder of the power of active management and deliberate execution strategy.
We had a few opinions that were particularly additive to portfolio defense in September - all discussed in my Private Whatsapp Group for Members:
Idea 1: Looking for SPX Downside in the first week of September using VIX or SPY Puts
Idea 2: Looked for Sector Rotation within Financial Stocks for a purely 2-4% return profile within my retirement account in GS/JPM/MS. In a brief window of opportunity, GS went from 332 to 345, JPM from 145 to 150, MS from 86 to 89 and worked for the 2-4% specific return parameters discussed. Once return profile has been met, that is my sell limit order. I will follow my plan. There is no deviation from it.
Idea 3: Capturing a short window of opportunity in Hang Seng listed stocks near their nadir. Hong Kong’s Hang Seng has been near an impossible sector for most investors to make any money at all in 2023, but we are determined to be part of the few that do.
Idea 4: Partially capturing this past week’s bounce (dead cat or real TBD) using Selling SPX Puts with deliberate strike levels as we had a view that we would see a .5%-1.5% bounce in SPY/QQQ upon S&P 500 nearing 4250.
Please note that my core methodology will never pursue being in a total net short position in my portfolio even if we are in a bearish environment. The most I will do is advocate for hedges for a limited window of time. So while shorting as a concept worked in September, I cannot and will not advocate for net shorts as a longer-term portfolio position as we have seen short-selling get tremendously hurt by this year’s ferocious 1H 2023 Rally.
As can be seen, my work is direct, unambiguous, and simple to understand.
Today, I’m opening up 50 Special Spots. 50% Off Forever.
Remember the folks who took advantage of my offer back in Labor Day September? They were able to participate in all views discussed above. Please do not miss this, this time.
Heading into Sept-Dec, I believe there is upside opportunity at the right levels. The market may have been weak in September, but this weakness (at some point) will be bought. I wouldn’t want you to miss the bounce.
I want to help you this Quarter (and beyond), and our Community pricing reflects my committment to help all the folks from all walks of life. 🤝
What’s the value of 1 good transaction to you? What about avoiding a loss?
Come!
-Larry
P.S. - Make sure to join my Whatsapp Private Group once you’re inside. I provide pre-market updates Monday-Thursday. So, we’re back in action tomorrow.