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Making Sense Of The Chaos

Article By: David Pinsen

Friday, June 5, 2020 3:00 AM EDT

Making sense of America's shift from COVID-19 lockdowns to civil unrest; how our security selection process has shifted accordingly.

In this article: AGN, IAU, LOGM, GLD, ABBV

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The Virus, The Economy, And The Market

Article By: David Pinsen

Monday, April 13, 2020 11:54 AM EDT

Virus news continues to improve, while estimates of its economic impact get worse. I update how Portfolio Armor has navigated the crisis via security selection since early March.

In this article: LOGM, SPY, BRO, NEE, IBB, AAPL, EW, TDY

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Maybe It Won't Be That Bad

Article By: David Pinsen

Tuesday, April 7, 2020 3:46 AM EDT

Newly updated models from the Institute of Health Metrics and Evaluation suggest the peak of the novel coronavirus in the U.S. might not be as bad as we feared.

In this article: AGN, SKT, SPY, TLT, LOGM

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