Not Regularly Updating for Now

Due to time constraints, I haven't been able to make as many updates as I'd like. I do not anticipate having time for regular updates for the foreseeable future. However, these are my most recent thoughts on the market.

The market looks to be in correction mode. I'm not seeing *strong* sell signals just yet. Earnings are largely over, and CPI data came in better than expected. We'll see what happens next.

Growth stocks are extremely volatile. Just look at swings with ENPH, UPST, MQ, and JMIA. The price of growth stock investing is volatility. 

One has to decide for oneself whether they can live with the volatility or are better suited to Blue Chip, Dividend, or ETF investing. Sometimes the only way to know what one's style is is through experience.

In my personal portfolio, I sold ENPH due to concerns about interest rates on solar installations. The stock is atttactively priced, in my opinion, and it is on my close watch list. I also sold CB and WM -- they are extremely high-quality companies, in my opinion, but their returns of late have been subpar. I sold SE, and I'd like to see how their next quarterly report goes before re-investing in SE

The rest of the stocks in the Model Portfolio I hold personally and keep in the Model Portfolio.

I may decide to use stop-losses to manage some risk or deploy an inverses growth stock ETF like SARK. I'm not for now, though. I want to see how the market reacts to CPI first.

Here is one possible scenario for QQQ. I see two tests coming, and if both supports are broken, there may be a larger correction. This could be totally wrong, and I never make decisions based solely on technical analysis.


For the time being, my strategy is to hold cash and add on pullbacks. If I am able to have more time to update the page, I will.

This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions.  I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product.  Any action you take upon the information you find on this website is strictly at your own risk.  This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me.  The views reflected in the commentary are subject to change at any time without notice.   I may or may not hold investments in the companies or securities discussed on this website.

Marlin Sandlin owns shares of Crowdstrike (CRWD), Alphabet Inc. (GOOGLE), Advanced Micron Devices, Inc. (AMD), Mastercard Incorporated (MA), Snowflake Inc. (SNOW), Celsius Holdings, Inc. (CELH), Cloudflare, Inc. (NET), Global-E Online, Ltd. (GLBE), ASML NV (ASML), MercadoLibre Inc. (MELI), Nu Holdings, Ltd. (NU), Datadog, Inc. (DDOG), Upstart Holdings, Inc. (UPST), and NVDIA Corporation (NVDA).



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