There are times when I get into this trance or mood where I sort of know what to do. It maybe just a childish thought of mine but it connects me to an established path I once paved before me. 272 more words
Tags » Cyclical
Off late, I’ve been noticing some or other news about steel companies. Be it government action on Minimum Import Price (MIP) or inventory flush down across globe or uptick in demand in next cycle. 840 more words
Outside of my options trading, most of my investing has a long term orientation. Which means I focus heavily on economic and business fundamentals.
Because of this, I’ve encountered an issue that most people will eventually run into as well, when they follow a fundamental investment philosophy: the so called “earnings trap”. 451 more words