This month’s Blue Harbinger Thinker is now available. In this report, we share our thoughts on current market conditions and how we believe investors should be playing it. We also share updated performance and holdings for our Income Equity and Disciplined Growth portfolios, a few top investment ideas, and then we conclude with a few important takeaways and links to more investment opportunities that we hope you will find useful.
The Economic Bears vs The Stock Market Bulls: We have chosen our side!
This month’s Blue Harbinger Thinker is now available. In this report, we share our thoughts on where the market goes from here, performance and holdings updates for our two portfolios (Income Equity and Disciplined Growth), some thoughts on attractive individual stock ideas, and we conclude with our strong opinion on which side you should choose: The Economic Bears or The Stock Market Bulls.