Lion

Market Updates

Directly from Dexter Lyons, Portfolio Manager

Update: 12-04-23

The Issachar Fund is 100% invested in stocks with increasing earnings and sales, and we are expecting this bull run to finish strong in 2023! Before earnings announcements, I sold a few stocks to avoid potential downside surprises and replaced them with potential winners. I am always looking for leading stocks in top industries, skating … Update: 12-04-23 Read More »

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Update: 11/27/23

The Issachar Fund is all in (100% invested), expecting Santa to deliver more profits for Christmas! The S&P 500 is up against stiff price resistance, but the NASDAQ 100 has already penetrated its resistance peak. I expect some back-and-fill action to consolidate recent gains before uptrends resume. After the tame inflation (CPI/PPI) reports two weeks … Update: 11/27/23 Read More »

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Update: 11-20-23

The Issachar Fund is about 60% invested in growth stocks with accelerating earnings and sales! After last week’s inflation reports (CPI & PPI), the market believes the Fed is done raising rates to bring inflation down. Stocks and bonds rallied higher, anticipating the Fed may achieve a soft landing and avoid a recession. Except for … Update: 11-20-23 Read More »

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Update: 11-13-23

Flexible & Opportunistic!     The Issachar Fund holds a high-yielding short-term fixed-income ETF but is ready to invest in equities! Our macro gold and short positions were not rewarding us, so they were sold. The short-covering rally in the tech-heavy NASDAQ 100 index is now up ten of the last eleven days and due for … Update: 11-13-23 Read More »

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Update: 11-06-23

The Issachar Fund holds about 10% in a short/inverse Treasury Bond fund ETF, 12% in a Gold ETF, 1% each in a NASDAQ and S&P 500 Index short/inverse ETF, and 76% in a high-yielding short-term fixed-income ETF! The indexes had an oversold short-covering rally after the Fed did not raise rates following Wednesday’s two-day meeting. … Update: 11-06-23 Read More »

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Update: 10-30-23

Downtrends Continue!  The Issachar Fund holds about 9% in a short/inverse Treasury Bond fund ETF, 8% in a Gold ETF, 1% each in a NASDAQ and S&P 500 Index short/inverse ETF, and 81% in a high-yielding short-term fixed-income ETF! I increased our short exposure because the stock and bond downtrends appear sustainable. Shorting or betting … Update: 10-30-23 Read More »

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Update: 10-23-23

This Time is Different!    The Issachar Fund holds about 7% in an inverse Treasury Bond fund ETF, 3% in a Gold ETF, and 90% in a high-yielding short-term fixed-income ETF! I added to our inverse bond ETF because we were being rewarded, and I believe yields may continue trending higher. Gold is in a … Update: 10-23-23 Read More »

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Update: 10-16-23

Patience, Discipline & Risk Management!    The Issachar Fund still holds about 3% in an inverse bond fund ETF and 97% in a high-yielding short-term fixed-income ETF! The NASDAQ and S&P 500 indexes are again trading below their respective 50-day moving averages, indicating more investors are selling than buying. Therefore, risk remains elevated as the … Update: 10-16-23 Read More »

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Update: 10-09-23

Oversold Short Covering FTD Rally!    The Issachar Fund holds about 3% in an inverse bond fund ETF and 97% in a high-yielding short-term fixed-income ETF! My perception of risk is high as yields continue to climb. The oversold tech-heavy NASDAQ index bounced off a line of support, rallying 1.6% on greater volume, producing a … Update: 10-09-23 Read More »

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Update: 10-02-23

Managing Risk!   The Issachar Fund holds about 3% in growth stocks, 3% in an inverse bond fund ETF, 80% in a high-yielding short-term fixed-income ETF, and 14% in a high-yielding money market fund! Interest rates and risk have risen, and more stocks were sold as our sell-stops were triggered. The market has not been rewarding … Update: 10-02-23 Read More »

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