There are some changes to the blog early this year. What I will be doing is posting in a slightly different manner. Posting will not be done just for the sake of posting information and filling up space on the blog. Instead, majority of themes and thinking processes will be posted prior to and during certain inflection points or underlying market trend changes. Therefore, those who follow the blog, can see calls, decisions and investments being made win real time. Examples of these major themes and thinking processes are below:
If I just covered those major themes over the last few months, majority of the confusion would also be removed from ones thinking process. Personally, my view was to turn bullish on stocks relative to bonds in late September 2011, followed by constant monitoring of Credit Markets. Afterwards, I turned bearish on Treasuries and started investing majority of cash into Commodities closer to the years end. Finally, I recently turned bearish on the US Dollar and started buying currencies against it.
To post charts and articles in-between, just for the sake of filling up the blog, can and will create confusion at times. The old saying is that sometimes it's simply better to say nothing instead of being forced to say something. Having said that, I will try and focus on a major asset class once a week, where I cover equities one week and currencies the next and commodities the week after. Obviously, some weeks when there is nothing to say, I will not post. Major themes that will be covered on the blog still remain:
- Portfolio Updates
Finally, from now on, instead of doing Weekly Recaps, the blog will feature Monthly Recaps instead, which should be more in-depth in regards to both market movements as well as portfolio performance. I hope you enjoy the new blog feel, which should create much more clarity when it comes to financial market directions.
As always, feedback is very welcome! ~ Tiho