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サマリー
あらすじ・解説
: Issachar is 75% invested in cyclical and small-cap stocks with accelerating earnings and sales that appear to be under institutional accumulation. I believe we just experienced a technical correction, but the fundamentals and new money creation should help to bid up stock prices. Yields are still rising, and it has not derailed the stock market, but it could if the rate of increase accelerates. If the market responds positively to the excess liquidity that was newly printed, I expect to increase exposure. I plan to let stocks pull me in as prices rise and push me out as stops are hit. If the market thinks the Democrat proposed higher taxes and increased regulation will kill the economic recovery, stocks could fall into a steep correction. However, I believe the excess liquidity will boost stock prices, and the uptrend will resume, so I am positioned accordingly. If I am wrong, I will do my best not to stay that way. I continually pray that God’s Wisdom would steer us in the right direction and away from danger.