The Mindful Investor

September 2022

The Mindful Investor

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Exceptionally Bearish Breadth

by David Keller

I have very fond memories of time spent in the Fidelity Chart Room, from discussing the merits of contrary opinion with teams of financial advisors to teaching student investment clubs about the value of technical analysis... Read More 

The Mindful Investor

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It's Not a Stock Market, It's a Market of Stocks

by David Keller

I was taught early on that "a rising tide lifts all boats" and that the real game as an equity investor was to get the market call right. Forget about the individual stocks and instead focus your attention on the macro call... Read More 

The Mindful Investor

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As Goes NVDA, So Goes the Market

by David Keller

I find semiconductors to be an important group to watch, given that they essentially provide the "backbone" to our modern information economy... Read More