We discuss 4-5 major reasons why we believe the market is really in scenario #2 right now and why we’re headed for a major sell-off in January.
Scenario 3 Looking Less Likely By Each Passing Day Read Post »
Samwise Quick Reference Handbook To streamline our daily blogs and conserve space, we’ve organized key resources into a convenient, collapsible
Monday, December 1, 2025 — we’ll soon be launching the mother of all portfolios, the Hightower Portfolio. There’s a good
The Hightower Strategy: An In-Depth Look at the New Portfolio Read Post »
It looks like December might start in the red. But with the QQQ down mildly, all three scenarios are still very much in play.
December begins With Futures Down Moderately as Markets Reach Oversold Last Friday Read Post »
We’ve discussed three different scenarios confronting the market right now and how we’ve positioned to deal with whichever plays out. As of today’s session, all three scenarios are still very much in play.
SPY/QQQ Mildly Overbought & All Scenarios Still In Play Read Post »
QQQ stops at $605 and consolidates. Nvidia drops big on Google chip deals. Every Nvidia correction coincides with an existential threat to its business. It’s part of the process and typically nonsense. We discuss.
We discuss whether the QQQ is still in scenario #1 or whether Scenario #2 or $3 are now in play in light today’s rebound.
Market Back to Monday Rebound routine; Correction at a Critical Inflection Point Read Post »
Samwise Quick Reference Handbook To streamline our daily blogs and conserve space, we’ve organized key resources into a convenient, collapsible
This sticky article outlines our investment strategy for the November – December correction.
November 2025 Investment Strategy for SW Model Portfolios Read Post »
As the market ended its second leg down two sessions ago, we now turn focus to overbought conditions for deterring when the next leg lower might begin.
Market’s 2nd Leg Down Ended; Overbought Conditions in Focus for the Rebound Read Post »