Summary
- Fears are brewing that a bear market is underway, which will lead to a recession this year, as sentiment deteriorates and the economic data disappoints.
- While the Trump administration’s policies are severely damaging sentiment, the damage is not yet severe enough to end the economic expansion.
- I expected claw backs between now and April 2 to limit the damage to the real economy, leading to a correction the major market indexes that spells a buying opportunity.
- This idea was discussed in more depth with members of my private investing community, The Portfolio Architect. Learn More »
deepblue4you
Last year, the bears were forced to hibernate after repeated calls for a recession and a bear market, as they did the year before, but some have been awoken from their slumber by the recent market turmoil. They are looking to capitalize
The Portfolio Architect was defensively positioned at the beginning of this year in anticipation of the bear market that has come to pass, but were you? Most pundits were riding the bull as the market hit all-time highs, while we were heavy in cash, but now that fear is reaching extremes, opportunities abound. Join us as we look to slowly position for the next bull market run.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Lawrence Fuller is the Principal of Fuller Asset Management (FAM), a state registered investment adviser. He is also the manager of the Focused Growth portfolio on the copy-trading platform Dubapp.com. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale of purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. FAM has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. FAM has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances or market events, nature and timing of investments and relevant constraints of the investment. FAM has presented information in a fair and balanced manner. FAM is not giving tax, legal, or accounting advice. Mr. Fuller may discuss and display charts, graphs, formulas, and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in market or economic conditions and may not necessarily come to pass.
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