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Strategies & Market Trends : The Art of Investing
PICK 45.38+0.3%Nov 7 4:00 PM EST
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To: Lou Weed who wrote (9199)11/7/2024 9:35:52 AM
From: Sun Tzu2 Recommendations

Recommended By
Lou Weed
toccodolce

   of 10550
 
Thank you for your insights. I too got out as it peaked and I have orders near the lows with a stoploss and more order for when/if WOLF gets much cheaper than today.

Sultan posted a recent interview with Stan Druckenmiller yesterday. It is full of good advice. In it Stan mentions an approach that I have personally noticed and used often: It's not that hard to make money in cyclical industries; wait for everyone to be losing money, and then buy the strongest guys at the bottom. To this I would add to also buy the weakest guys at the start of the cycle.

Implicit in this is the appreciation of your timeframe. Druckenmiller's timeframe is about 2 years, which is what I had originally mentioned the Art of Investing is for. There are many ways to make money in the market, and I have found my investment style is most like Druckenmiller's (rather than say Buffett or Lynch, or Rogers, or...).

Anyways, I think the signs have been mounting that the silicon cycle is nearing its end. Maybe AI and the CHIPS act are distorting it by allowing some companies to continue past where the traditional cycle would have ended them. I'm sure there is some of that.
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