That close lacked “gusto.” It’s as if all the folks on the Street of Wall are already preparing to head to their summer homes, in the Hamptons. We are closely approaching winter in the southern hemisphere, and so to in the market.

Do not let the blinding blizzard scare you. Venture out into the cold, white, darkness, but take with you the right set of tools and patience. I will be using The PPT to setup some new screens looking for pockets of strength, based on historical seasonality, with high accuracy and high returns. Simultaneously,  I will be sharpening my ax, looking for the next GILD, STP, NFLX, etc.

I am always open to other’s ideas, please feel free to drop any in the comments section. But, please note, my analysis will focus very little on charts. Just not my style, I’m afraid, though I frequently go to Chess and RC– when I am looking for supreme conviction –with their mastery of technical analysis. Just another benefit of the #12631.

Let me know if you have any input, or want my opinion on an equity. I’ve found that often time the best way for gaining true conviction before started a new position, is to argue with someone who is “smart.”

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