The Clock Has No Hands

(17min)

Summary

  • While a positive January tends to coincide with a positive year return, February tends to be less optimistic.
  • Over the last two weeks, sentiment reversed from negative to extremely bullish following the inauguration.
  • Managing money can be difficult, particularly when unexpected, exogenous events occur.

Isolated shot of blank clock face on white background

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DeepSeek Shocks The Markets

Last week, we noted that with the first five days of January making a positive return, such set the “January Barometer” in motion. If you missed our previous discussions, we reviewed

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After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a partner at RIA Advisors in Houston, Texas.

The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.

I am a managing partner of RIA Pro, a weekly subscriber based-newsletter that is distributed to individual and professional investors nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.

I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.

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