Must be Patient-
We have a keen interest in technical and sentiment indicators also.
For a trader, the chart, technicals, and sentiment are all that matter. [and for some it's chart only].
Fundamentals make no difference in the short run, [a month or more, an exception-individual engs surprises].
We even actively trade with part of the funds from time to time, just not lately. We feel we can make more right now being full boat long and with a lot less work. What did we do or worry about today? Absolutly nothing.
Tomorrow? We'll see.
We're interested in about every aspect of markets.
Some of our comments are geared to those posters and many lurkers who are really more buy and hold type investors and who are searching for answers among various opinions.
We feel the criteria with which we and Warren Buffett use to decide what to do [for long term wealth generation] can cut through some of that conflicting clutter.
Inflation, deflation, dollar higher, dollar lower? Normalized Pe, PEAK PE...
Mr. Buffett does not know the ultimate answer to most of these questions and neither do we [although we read a ton to try to figure the next big moves in those areas out].
That does not stop us or Mr. Buffett from making decisions that we think will pay off nicely.
If we find a company we like with a 2, 3, 4, 5 or whatever reasonable PE and we feel it has a bright future...the decision is not even close between it or cash at less than 1%.
For the last 100 years, despite a ton of changes, wars, inflation, deflation, market crashes, one thing has remained true.
Value eventually wins out.
That outcome is not likely to change this time.
Different days, we wear different hats in our comments. Geared to a different audience.
Nothing wrong with gaming the short term or trading. We view that as complimentary for those inclined. It spices things up [but is far from necessary].
We especially enjoy going against consensus at what we feel are significant turning points. The average investor is woefully misled at those times so we try and do something about it. We call it out. We act forcefully at those times and we don't care if anyone agrees. In fact, if no one does, that's usually a good sign.
To do better you have to do different. If everyone agrees with you, that should be cause for concern and examination.
But one should not lose sight of the fact.
The top 5 wealthiest people in the world are not traders.
They got to be the wealthiest through buy and hold inveseting in good companies.
They especially like to buy when others are afraid to.
We relish those times because they are rare.
You will never obtain maximum value unless there is maximum pain present.
It's really not all that complicated.
Fabain
AI
Market Data 
Markets 
