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Deconstructing Wells Fargo with triple screen analysis
Let me run you through my analysis for this trade, which should give a good blueprint of how I approach investing.
Manager Commentary Michael Arold on 1 May 2012
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Keep an eye on China and copper prices
In the past four years, copper has been a great leading indicator for stocks.
Manager Commentary Michael Arold on 3 Apr 2012
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Why I sold my silver position
The U.S. dollar and silver's technical position are the key inputs.
Manager Commentary Michael Arold on 6 Mar 2012
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Getting more cautious, but still strongly long
Overall, the longer term picture remains positive for equities and especially commodities.
Manager Commentary Michael Arold on 6 Mar 2012
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Silver could gain significantly in coming months
Underlying investor mood is not overly bullish yet, which points to potentially higher prices ahead.
Manager Commentary Michael Arold on 10 Feb 2012
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An amazing parallel signaling market bottoms
These three characteristics played out almost the exact same way in the last three market bottoms.
Manager Commentary Michael Arold on 26 Jan 2012
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AAII sentiment survey: So what?!
High bullish readings did not have any predictive value in the last two years.
Manager Commentary Michael Arold on 19 Jan 2012
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Outperforming my benchmark, with lower risk
Investing is a zero sum game and a poker lesson applies to short-term trading: if you don't know who the sucker is at the table, it is probably you.
Manager Commentary Michael Arold on 12 Jan 2012
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It pays to be the mouse
Individuals can get in and out of positions very fast, while institutions cannot.
Manager Commentary Michael Arold on 29 Dec 2011
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Taking profits quickly in this news-driven market
Managing risk is extremely important in the current environment.
Manager Commentary Michael Arold on 12 Dec 2011
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