Down! But not out.

There has been a bit of a tit-for-tat type of news stream as of late and this has the pundits pointing to the worst scenarios they can think up. The fear, of course, has the market down. Is this it? Time to get out? I believe not.

The last few blogs are timely if you are highly fearful in your beliefs about what may happen next. Have Faith. Yes, the market has dropped quickly. And the post from "Market Levels: What we Expect" on January 17 was intended to prepare your mindset for this current melt down. We are nearing these levels on the Dow Jones today. But in the grand scheme, there is much good going on and our team has been working to capture it!

A large portion of our core stock portfolio has been moving higher. The nature of our analysis from the technical perspective had us overweight in those stocks that investors are now flocking to for 'safety'. This is allowing us to take some profits and move into other areas that have been sold off in an extreme way. The time to be greedy is when others are fearful. This is working on a portion of the overall mix. Check with our team for specific details as it relates to what you own.

All of this is to say....no need to fret. We are on it and doing what we can to navigate the current turmoil. This part of March is known for some popular bottoming areas in the market throughout history. We just might be having another one as we speak!

Author: Steve Economopoulos

Published: 3/10/2025

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