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Jason Schwarz
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Jason Schwarz authors the popular Economic Timing investment newsletter. His fundamental and technical research has become a primary resource for hedge funds and individual investors. Schwarz is the Chairman of Apple Investor Summit, he's a CFA instructor, and has emerged as a financial writer... More
My blog:
ECONOMIC WEATHER STATION
My book:
The Alpha Hunter
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  • Time To Invest; Not Trade

    These buying patterns have been remarkably consistent and orderly. When the whole world needs a pullback, it never comes. A rally that is based on the idea that the worst is behind us could take us much further than many anticipate. My continued theme is that 2009 is not 2008. The beginning stage of a recovery is the moment of moments for investors. This is a time to invest; traders expecting small pullbacks could lose out big time. 

    May 04 2:02 PM | Link | 3 Comments
  • Strategy Going Forward

    My post's have been limited lately due to my Lone Peak Asset Management obligations so I want to clarify my latest stance as readers have been emailing me regarding my takes. Here it is:

    1. As an economic timing investor, this is the stage when I want to be fully invested. This will continue as long as the economic data is showing improvement in its rate of change.

    2. I loved the banks off of the bottom. I don't love them as much anymore. I am out of individual names and hold a small position in the XLF. Any company that has Obama's money scares me. m2m didn't eliminate dilution because of the regulators new focus on tangible common equity. I don't like dilution.

    3. I am taking my bank cash and averaging into technology. I love this sector going forward with stimulus on the way. I especially love Apple with the Media Tablet coming. I think this product is a major game changer, even more so than the iPhone.

    4. I am not a day or a week trader. I consider myself a mid term investor. To me, buy and hold is dead, and economic timing is the way to go.

    5. The name Swine Flu scares me more than the actual virus. I am watching this very carefully. I know we've cried wolf in the past but one of these times the wolf will attack. Today I'm not worried but my eyes are open 

    For those who are interested in investing with us at Lone Peak, feel free to send an email of inquiry as we will be looking to add a few clients in the second half of '09.  To contact me, click on the link at web.me.com/jzapple/Eco...

     

    DISCLOSURE:

    LONG AAPL, XLF, QQQQ

    Tags: AAPL, XLF, QQQ
    May 01 11:19 AM | Link | Comment!
  • Economic Timing Says Buy

     Big picture: This is not the stage of the cycle for investors to be selling. That was last year. 2009 is different. You need to be following the investment rules that I outline in my report titled 'The Crash and Burn of Buy and Hold'. Economic timing tells you that the #1 rule right now is to be fully invested. This is a wonderful time for investors. For a complete list of the rules go to web.me.com/jzapple/Eco... 

    Tags: QQQ
    Apr 30 3:06 PM | Link | Comment!
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