The Market is In a Frenzy: What Opportunities We Uncovered in the Past 7 Days and Capturing One Lucrative Piece of this Market Bubble Upside
We have 1 Goal and 1 Goal Only: Capture a PIECE of the Bubble Upside. Just a Piece.
Public Friends and Readers,
To celebrate several key opinions that have worked greatly in our favor, I’ll be sharing with you several premium pieces that I wrote to my valued members inside our Investment Community when the market gave me setups that I believed may work.
And you’ll notice that these are idiosyncratic and sector opinions that did not “depend” on the SPY and QQQ ETFs continuing their melt-up (although that does help). In other words, these ideas not only generated alpha but also provided strong diversification benefits to a Investor.
Even though SPY did make a jump from 420 to 440 in a short period of time, I don’t see making that kind of market call as particularly insightful, as this type of analysis cannot be repeated over and over again given that any calendar year only includes few opportunities like this.
How often will the index make a 200 point move like this throughout the course of a year?
Being able to find idiosyncratic (company-specific) and sector opportunities like we did means that you’re able to find new setups throughout different market conditions, and I am not at the mercy of needing the SPY or QQQ to go up to grow my account.
By having more quantity of setups which equal more opportunities than simple broad market calls, we have more opportunities to find alpha and this will reduce FOMO.
Passive Investing will at some point disappoint investors in this coming macro environment, and being able to uncover opportunities across the market is a highly valued and prized skill.
Inside these research notes to members, you’ll see the rationale for why I came up with the following conclusions (all links below with paywalls unlocked until this Sunday Father’s Day):
Why I liked the United Health (UNH) Selloff for a tradable bounce when managed care concerns sent the company down 7%. UNH jumped almost ~$10 dollars per share from my personal entry.
Why I liked Adobe at 455 (which now trades 505 after earnings) even though it it was clearly in overbought status, after I had did a DCF (discounted cash flow model) on it and shared my conclusions. (I do not share my models at this Community Tier, but may consider developing a course on DCF Models at some point in the future if I have capacity. Currently extremely busy - getting you alpha).
Why I liked the Retail Sector for a tradable bounce even though nearly every Investor has been convinced that this sector is a dead-man walking. Stocks such as Dollar General, Dollar Tree, Target, Ulta, Nike, and Five Below have all gone up 7-8% and have benefited from Sector rotation. What I saw as tactical trading treasure, others saw as trash. Fine by me!
These premium pieces will be open to the public until Father’s Day on Sunday. And then I will make them private again. I do hope you have a great time with Dad this weekend.
I’d encourage you to grab a cup of coffee, read them, join our Community, and navigate the 2H of 2023 with us. Do not hesitate to control your destiny. With effort and committment, You CAN control portfolio outcomes and do not need to “depend” on the S&P 500 or Nasdaq going up.
Depending on the S&P 500 and Nasdaq to repeat the same level of performance in 2H 2023 is a gamble at best.
What is the price that Retail Investors will pay if institutional investors decide to have a change of heart and dump their stocks when adverse macro winds come back? Far more expensive than what you pay to be inside my Community to protect you from that outcome, that is for sure.
If you are invested in the market, and you believe you have the maturity to patiently think long-term in the context of a trading/investing environment, then my Community offers asymmetrical value relative to the entry.
Fools will soon be parted with their money. However, I know for certain that you and my readers are no fools.
And if you follow my work closely, I know that you are among some of the brightest folks out there. Anyone who truly understands my work is not a simple person. Quite sophisticated actually. Let me give you that additional edge that will give you an advantage in this market.
~Larry
