The hardest part of investing is not finding the right stocks. It is holding them. Most investors can identify a good opportunity. Fewer can sit with it when it goes against them. A 30% drawdown has a way of making even a rock-solid thesis feel shaky. The question you start asking yourself is not, “Is the story intact?” It is, “Did I miss something?”
Read MoreI got an email last week that stopped me in my tracks. It was from Dave, who’s been with us for about a year. He wrote:
Read MoreBefore I jump into this week’s PRO update, I want to remind everyone to watch your inbox next week, as chief investment strategist Adam O’Dell and I are putting the final touches on our next Rogue Portfolio recommendation. Now, let’s get to it. The first quarter of 2025 was ugly. Tariff fears, rate uncertainty, a tech sector that couldn’t find its footing and a market that felt like it was one headline away from a full-on breakdown.
Read MoreWelcome to another PRO Day! Before I get started, I want to thank everyone who participated in our PRO Live session last week. Lots of great questions. We’ll do it again in a few weeks, so keep an eye on your inbox. Remember that we’ve switched over to a Zoom-based webinar system. This should allow maximum functionality across all computers and smartphones, but you will need to either download the Zoom app or dial in before we get started.
Read MoreIt’s been an “odd” week in the market. We started out looking to Wall Street to gauge the market’s reaction to the U.S.-Israeli strikes on Iran. Monday opened down, then closed up.
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