TLV Report Issue 49
This is the final month of the year for the markets and before I get into the outlook there are some updates going forward.
There is a new subscription here on the Substack that gives you access to
These are the new options for subscription.
This is how best to use this report.
This gives you access to the parts of the report that are most desired for traders these days which is really momentum, indices, commodities and some swing trades on equities and then you can take what’s in there and in these Substack posts and do as you wish.
I would normally write 1 long post a week on the main site
But it’s hard to know if there’s a new one unless you check so this is easier because I can write here and give you all updates based around more of the momentum and short-term trading which is a SMALL PART of what I do.
The hard part is to share stuff like value investing/special situations (like SAVE 0.00%↑ merger) if you don’t have the account size to capitalize on it or the patience to wait so most are just better served to trade:
Momentum
Index ETFs
Commodities
For example, this year I talked about a huge housing short on multiple names and made a lot of money but talking with subscribers very few made more than $10,000 on it and that’s just a shame if I am being honest because that was a killer short (among so many others the last 3 years on this site and report). It works for me, and it works for those who have the bankroll, aggressiveness and conviction to manage a portfolio (not trade in and out) and people like that are just very far and few - which is why DeltaOne is so small and application based.
2023 Returns (Momentum Strategy)
But the returns on the rest of this report (using mainly directional options +50%) and long/short equity had me beat the market in a smaller 6 figure account this year that I use for cash flow purposes.
That beat the S&P etc. by a mile but to be clear and transparent, that’s not hard to do when it’s less than a few million (really). And to be fair, comparing yourself to the S&P is dated - if you know what you’re doing and use this report right then none of you should have issues making money.
So, like I said - this report has always had multiple uses, but the Value/Special Situations and big, short-theme ideas are better saved for managing portfolios not active trading and most of the readers are active trading, not managing portfolios so this is overall just going to be better.
Affiliate Link
I’ve added an affiliate link to this Substack as well - it’s generous so that if you refer you can get free months as a subscriber. Click here to see it.
This is a personal goal for me, more important than money, to grow this Substack into the Top 25 in finance here in 2024 - so if you can help me do that it would be the best compliment ever.
Wrapping it Up
So, this new option gives you all the ability to get access to this report, the posts and insights for a reasonable fee and more importantly with ideas that you can act on without managing a larger portfolio or waiting 5/6 months for an idea.
However, you use it is up to you but read this and it will help.
If you are already in DeltaOne or AST Alerts nothing changes, and you get access to the full report (Spec Situations/Value) etc still.
Inside is The Report & Market Outlook for this week with charts.