Friends,
In this "Spotlight", we use The Process to review our holdings in Marathon Petroleum and Exxon Mobil. These two positions have been extraordinary performers breaking through every previous "SELL" level achieving returns ranging from 50% to 250% / 300%.
Just unbelievable!
Frankly, until last week, I thought we would hold these for several more months but National & World Players have conspired against us and Oil is beginning to break - causing a sudden drop in our gains.
The writing is on the wall and I'll be exiting with our profits to fight another day.
Robert

Friends,
I focus the "Spotlight" on our position in APPLE by taking you through The Process so you can see it in action. We have invested in APPLE multiple times during our history and this may be the end of our current relationship with APPLE.
Let's see if it will be the close of the latest chapter in our Book of Investments.
I will discuss this with you individually.
Robert

Friends,
In the final email on The Process (#3), I cover the critical area of a Business's Free Cash Flow - the Life Blood of a Business. If the prospective investment makes it through this section of the gauntlet, the final steps are covered bringing us to:
Price Analysis - What the Target "BUY" Price will be.
I hope you find these explanations of The Process valuable.
Robert

Friends,
In this section (#2), I continue the review of the business's financial statements and the markers I'm looking for.
It's just math :)
Robert

Friends,
This is The Process email I've been promising. In times of extreme volatility, doubt & fear can creep out of the shadows - hopefully, knowing there is a process for mitigating risk will calm angst during uncertain periods. In these, I outline the process for identifying & vetting a prospective Company or Market Sector to invest our hard earned money in. To hopefully hold your interest, I've attempted to limit these to 6 minutes - there are 3. This is the 1st.
Robert

Friends,
The Federal Reserve has lost all credibility and is in reactionary mode based on their realization that they did not do their primary job they have - manage inflation.
Now, we are left to suffer an issue which could have been easily managed in May 2021
Today's rate increase announcement is critical
I will keep you posted
Robert

Friends,
Friday’s CPI report & the potential inflationary level of tomorrow’s PPI report has made some Traders and Investors lose faith in Jerome Powell & The Federal Reserve’s ability to manage and reduce inflation.
This loss of confidence manifests in sell-offs.
I believe it is short sighted and outline when this will stop, turn and rally.
Robert

Friends
Just a quick rambling overview of the trifecta of triggers which caused yesterday’s Market sell-off and the potential continuation into the weekend
Robert

Friends,
Often, Life is about Perspective - which is why the phrase, "Glass Half Full" exists. Is Data giving us Good News or Bad? Sometimes it depends on your perspective. Since 12% of the Economy's GDP (think of GDP as money flowing through the Economy) is generated in the Housing Sector from the purchase / sale of a New or Existing Home and all of the ancillary purchases (i.e. – spending) created by the purchase, this sector is the 2nd most important indicator when gauging the Health of the Economy and ultimately...The Market.
Let’s just say, we’re leaning toward the negative perspective in our view of the Glass these days… Robert

Friends,
Like the proverbial Canary In the Coal Mine, Retailers are our Canary when it comes to warning us about the Consumer. Since 75% of our Economy is driven by Consumer spending, we listen and what they are saying doesn't paint a positive picture of the Economy and ultimately...The Market.

Robert