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Steve Switzer
Writer
Portfolio Manager
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Join date: Oct 9, 2025
Posts (18)
Feb 2, 2026 ∙ 8 min
Markets and Math
Happy 2026 Everyone! I intentionally did not do an end of the year summary as we all know the great success we have had the last few years and the numbers speak for themselves. I find my emails are better received when there are more concerns than high returns... rings nicely, hey? I have had too many conversations lately about the next "big one" and/or " I hear a crash is coming". Thankfully, that makes me very happy as I still adhere to the Warren Buffet approach of "be fearful when others...
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Nov 18, 2025 ∙ 3 min
Corrections Aren't Crashes
Hi All, I just want to drop a quick note to discuss two topics: a brief (for me, lol) update on the markets, and a reminder on our operational process. First, we are rightfully going through a NORMAL correction that is both orderly and long overdue. Today, we are hovering near the first S&P 500 support zone; these levels are areas where the market may naturally stabilize before bouncing back. From my Saut team newsletter this week: Nearby S&P 500 Support: 6631-6646, 6550, ~6450, 6343-6360,...
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Oct 1, 2025 ∙ 4 min
Don't Fade the Fed!
Hi All, I’m sure many of you are shaking your heads thinking, “How on earth are we having yet another stellar year?” There are a few...
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