Fund Manager
Contributor's Links: Bull Markets

Fund manager for a privately held investment company. 8 years experience working in the financial industry.

ALL CONTRIBUTIONS

A Pullback That’s Largely Driven By Tech And Growth Stocks
Last week saw a wide divergence in the stock market. Sectors that exploded higher after March 2020 (e.g. tech, IPOs, growth stocks) saw sharp drawdowns while sectors that lagged significantly (e.g. energy & finance) are catching up.
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Stock Market Trend In Jeopardy
What a week it has been! Various markets saw noticeable declines on news of rising yields. The strong upward trend for stocks is finally taking a long-overdue breather and so is extreme sentiment.
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The Everything Rally Continues
The market’s strong uptrend remains intact despite some lingering concerns about high valuations, extreme sentiment, and other overbought signals. Investors continue to pour into all markets with ever increasing liquidity.
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First Year Of A Bull Market, Or End Of A Bubble?
This bull market is unique because unlike past bull markets, this one began with extreme speculation. Historically, extreme speculation occurred at the end of multi-year bull markets.
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How Much Further Can This Rally Extend?
Last week’s market volatility was followed by a sharp reversal higher. While various speculative concerns remain (record valuations, frothy sentiment etc), the stock market’s uptrend remains intact for now.
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Is This The Start Of A Correction?
Reddit & retail traders caught the world’s attention, stocks fell, hedge funds blew up, etc. Here’s what matters underneath an ocean of noise.
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STOCKS I FOLLOW

ABNRX Alliancebernstein Bond Inflation Strategy Class
ANVX Anvex International Inc
DRGGX Driehaus Global Growth Fund
DVCTX Delaware Tax-Free Colorado Fund C Class
FCEMIX FT Corp
FMSTX Federated Mdt Stock Trust Is Shares
GGOSX Goldman Sachs Growth Opportunities Fd Service Sh
GOIIX Goldman Sachs Tr Gro And Inc Strategy Pt Instl
IRE The Governor and Company of the Bank of Ireland
PBTLF PT BORNEO LUMBUNG EN
RVARF REVA RESOURCES CORP
SPY SPDR S&P 500
THHY Market Vectors Trs-Hdgd Hi-Yld Bd ETF
VKTYDX Van Kampen Focus Portfolios
WSYSD Westergaard.com, Inc.
YGRAF YANGARRA RES LTD
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