Category: General Investing
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Market rebounds – Quant Portfolios make a large advance – Update 04/06/26
Quant 30 – Up over 32% since June 2025 Quant Weekly – Up over 33% since June 2025 Legacy – Up over 270% since April 2023 Education – When the CNN.COM Fear and Greed Index is four weeks at the Extreme Fear level, what is the performance of the S&P500 index in the 6 months…
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S&P500 continues to fall – small caps and Quant Portfolios manage a gain – Update 03/30/26
Quant 30 – Up over 22% since June 2025 Quant Weekly – Up over 23% since June 2025 Legacy – Up over 270% since April 2023 Education – How do USA oil and gas stocks perform in the six months after a major conflict ends?
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S&P 500 down for 4th straight week – Quant Portfolios holding on to gains – 03/23/26
Quant 30 – Up over 21% since June 2025 Quant Weekly – Up over 21% since June 2025 Legacy – Up over 270% since April 2023 Education – How do USA Defense Stocks Perform During and After Major Conflicts?
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Extreme fear grips the stock market – stock drop slows – Update 03/16/26
Quant 30 – Up over 24% since June 2025 Quant Weekly – Up over 26% since June 2025 Legacy – Up over 270% since April 2023 Education – How do Value stocks compare to Growth stocks over time?
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Middle East war begins – stocks drop – Update 03/09/26
Quant 30 – Up over 26% since June 2025 Quant Weekly – Up over 27% since June 2025 Legacy – Up over 270% since April 2023 Education – What is the best time of the day to buy USA stocks?
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AI related selloff – Quant Portfolios make new highs – SaaS Apocalypse? – Update 03/02/26
Quant 30 – Up over 43% since June Quant Weekly – Up over 44% since June Legacy – Up over 270% since April 2023 Education – Is the “SaaS Apocalypse” a real threat to the future of USA software companies or is it a manufactured scare tactic to induce selling?
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Quant Portfolios made all time highs again – Market up – Trump tariffs illegal – Update 02/23/26
Quant 30 – Up over 40% since June Quant Weekly – Up over 42% since June Legacy – Up over 270% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for one week?
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Quant Weekly, Quant 30 & Legacy make all-time highs – Market drops – Update 02/17/26
Quant 30 – Up over 35% since June Quant Weekly – Up over 38% since June Legacy – Up over 270% since April 2023
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Stocks wild ride – End week mixed- Update 02/09/26
Quant 30 – Up over 32% since June Quant Weekly – Up over 37% since June Legacy – Up over 270% since April 2023 Education – How does the USA software industry perform in the stock market over time?
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January Month ends with USA stocks mixed – Update 02/02/26
Quant 30 – Up over 27% since June Quant Weekly – Up over 38% since June Legacy – Up over 260% since April 2023 Education – Is AI a Bubble? – memo from Howard Marks, Dec. 9 2025
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Quant Weekly and Quant 30 portfolios make new highs – Market fades – Update 01/26/26
Quant 30 – Up over 32% since June Quant Weekly – Up over 47% since June Legacy – Up over 260% since April 2023 Education – What is the January barometer in the USA stock market?
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Wall Street Pauses: Large Caps Slip While Small-Caps Lead the Market – Update 01/20/26
Quant 30 – Up over 28% since June Quant Weekly – Up over 41% since June Legacy – Up over 250% since April 2023 Education – When do investments in oil industry stocks have the best chance of profit?
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Wall Street Grinds Higher: Small Caps Lead as Rate-Cut Optimism Builds – Update 01/12/26
Quant 30 – Up over 24% since June Quant Weekly – Up over 40% since June Legacy – Up over 250% since April 2023 Education – Main points of the book “1929: Inside the Greatest Crash in Wall Street History–and How It Shattered a Nation” by Alan Ross Sorkin
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2026 starts on an upbeat note – Quant Portfolios finish strong – Update 01/05/26
Quant 30 – Up over 19% since June Quant Weekly – Up over 28% since June Legacy – Up over 250% since April 2023 Education – Do Small Cap stocks outperform in January?
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Quant Weekly and 30 portfolios close at all-time highs – Update 12/29/25
Quant 30 – Up over 21% since June Quant Weekly – Up over 33% since June Legacy – Up over 250% since April 2023 Education – How real is the Santa Claus rally?
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Quant Portfolios move upward – +31% +19% +250% – Update 12/22/25
Quant 30 – Up over 19% since June Quant Weekly – Up over 31% since June Legacy – Up over 250% since April 2023 Education – Historical Performance – Year 2 of the Presidential Cycle
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US stock indexes make new highs- Fear still lingers – Quant Update 12/15/25
Quant 30 – Up over 16% since June Quant Weekly – Up over 31% since June Legacy – Up over 250% since April 2023 Education – When do small-cap stocks tend to outperform large-cap stocks?
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S&P 500 back to all-time high — Quant Ports up +30%, +14%, +265% – Quant Update 12/08/25
The S&P 500 index rallied back above its all-time high this week. Easing investor concerns created by the recent emotional sell off in stocks over the last month. Hopefully, none of my subscribers succumbed to panic selling during this time. The Quant Portfolios continue to hold their own. The CNN Fear and Greed index has…
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Extreme Fear eases – Momentum stocks roar back — Update 12/01/25
Quant 30 – UP over 17% since June Quant Weekly – Up over 31% since June Legacy – Up over 250% since April 2023 Education – After a correction of 10% in the US stock market what is the history of performance after 6 months?
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Extreme Fear Grips Markets – Momentum stocks tumble — Quant Update 11/21/25
Quant 30 – UP over 5% since June Quant Weekly – Up over 9% since June Legacy – Up over 230 since April 2023 Education – How smart position sizing boosts your stock market results.
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