This is one of my favorite things to do: Forget everything that happened last year, or even in the first quarter of this year. Start from scratch. And approach the market with an open mind.
That's exactly why we put together these quarterly reports. It's self-serving. It helps us organize our thoughts, and identify which areas we want to attack, and which ones we want to avoid, on all time frames: both long-term and short-term.
Make sure to check out our New Table of Contents on Page 2, which will help you navigate through the full report:
You need to have a subscription to access this content in full.
