This weekend I was down in beautiful San Diego for the 3rd annual Trade Ideas Conference. For me, it’s not just about the presentation that I give or the panel that I sit on, but the people that I get to meet or see again. That’s the great part about our community: everyone’s ability to share and learn and recognize that we’re all in this together. As we approach the market with our own individual goals and objectives in mind, along the way we pick things up from others that help us adjust and fine tune our strategies regularly over time. My friends at Trade Ideas put on a good show, but it was the engaged audience and interactions with my fellow speakers that really made the weekend great.
It’s been quite a few years since I did these youtube videos, but with the help of technology and a solid team, this is something we can start doing again on a regular basis.
Here is the first video with a throwback to the old days and then we get into Consumer Discretionary stocks and why I think they will continue to be a leading indicator for the overall market. [Read more…]