My Investment Approach
Investment Thesis
My investment thesis focuses on analyzing companies with strong fundamentals, and recognizing competitive advantages like high margins and monopolies. I also apply technical analysis to figure out stock bottoms or entry points for swing trades.
Investment Strategy
My strategy combines fundamental analysis and strict risk management. I utilize a mix of long-term stock or option holdings, and hedge with CC's or VIX if warranted. Capital allocation is structured to balance growth opportunities with downside protection, ensuring sustainable portfolio performance.
Market Outlook
Q3 2025, heading into 2026
I remain bullish on business profits, and rising stock prices, I look forward to analyze market reactions to the government shutdown, but as of now, I remain bullish with positive sentiment throughout the market, with the VIX remaining steady. I expect an upwards move to compliment the ending of 2025 and the fed possibly decreasing rates, and the potential for a correction in the months following January 2026.
October 3, 2025AI bubble?
Examining the factors driving recent AI stock performance, it is logical to assume that we might be in a bubble. I personally believe in many beneficiaries of the AI rally, many businesses will stand to benefit, especially NVDA which I've been holding since 2021. The fact remains, the giants are not slowing their spending on chips, and companies like micron, nvidia, and broadcom will keep seeing their shares skyrocket. As for the smaller cap & no revenue AI startups, they seem to be overblown and unreasonable. So are we in a bubble?
September 1, 2025Gold prices
Taking a look at the global commodity markets, geopolitical tensions and tariffs are raising panic in the market and some investors are seeking safe havens. Although we are not seeing weakness in stocks, diversifying part of your portfolio into gold is a reasonable move. I am bullish on gold and excpect it to continue rising in the coming months, but I would not offload any stocks just yet.
July 20, 2025