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A Quick Word Before the Holidays
Happy holiday week from Asymmetric Investing
Travis Hoium
December 22, 2024
It’s the holiday week and markets will be quiet until the new year, so I’ll keep this VERY short. There’s also a programming note below.
The market was down this week after the Fed said it expects inflation and unemployment to rise in 2025. I’ve been writing about these risks for months and the backdrop of high stock valuations makes me think a conservative approach is wise for the next year. No YOLO trading for me!
The Asymmetric Portfolio had its biggest one-day pullback ever after the Fed’s decision with three stocks falling over 10%. Long-term, this is noise, but it was a lot of noise.
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In Case You Missed It
Here’s some of the content I put out this week.
Is It Time to be Greedy or Fearful?: Earlier this week, I wrote about how stock valuations and record highs seem at odds with the economic data we’re seeing.
2024’s Biggest Wins in Asymmetric Investing: There were some HUGE winners in the Asymmetric Portfolio this year and it’s important to take a moment to both celebrate and learn from what went right.
2024’s Biggest Misses in Asymmetric Investing: Not everything went right and we can learn from mistakes as well.
Scheduling Update
As I do each year, I’ll be taking most of the next week off.
No updates until Sunday, December 29.
Regular posting will begin next week with the following:
Tuesday, December 31 after the market closes I’ll post final Asymmetric Portfolio results for the year.
Thursday, January 2 before the market opens I will post my purchases for the Asymmetric Portfolio for January.
Sometime next week, I will also post some updates about the site and schedule for 2025. Nothing earth-shattering, but I like to set expectations at the start of each year.
Enjoy the holidays and thank you for subscribing!
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Disclaimer: Asymmetric Investing provides analysis and research but DOES NOT provide individual financial advice. Travis Hoium may have a position in some of the stocks mentioned. All content is for informational purposes only. Asymmetric Investing is not a registered investment, legal, or tax advisor or a broker/dealer. Trading any asset involves risk and could result in significant capital losses. Please do your own research before acquiring stocks.
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