GO INTO THE LIGHT

The BEST & WORST opportunities on my screens (1ST EDITION).

I have long believed consistent Investing is equal parts:

• focus on the Best opportunities in Markets (a strong OFFENSE).

• avoid crowded/classic Traps (a strong DEFENSE).

If I had to pick one, Defense gets the edge:

• Losses hurt more, so protecting against them is more important.

• “The deeper the hole, the harder it is to climb out…” (a 20% loss needs a 25% gain to recover, for example).

As Bear Bryant once said, “Offense wins games… but Defense wins championships.”

In this new recurring series, we’ll discuss the Best & Worst charts on my screens, the signals I’m watching, and the potential medium-term/long-term implications.

It’s been a strong year for opportunistic, global investing — now entering the final stretch, it seems 2024 may still have some big surprises… Some of which could last well into 2025 (or beyond).

Let’s get started:

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GO INTO THE LIGHT

Starting with *unequivocally* my Top contender here: