I miss the sector champions-contender-down for the count weekly assessments - helped me position different parts of my portfolio and my dca's- the current portfolio breakdown is great, but would be great to know which parts of the portfolio are buys/holds/sells on a weekly basis, particularly for re-balancing
I also miss the champions-contender-down for the count weekly assessments. But overall, I have been pleased with your view of the markets, especially oil, gold, other commodities. Would like a little more on dividends and bonds.
On the recent Haymaker Daily on SMPL. I took a look at the website and went into the products. OWYN seems to be having major product issues going by the user feedback which I am happy to see the company keeps up on its website and not hide. But it does give pause to look at this further before jumping in.
(+) Analysis of individual names, bonds, currencies, commodities etc. for both long and short positioning, check of their performance afterwards; Macro trends & broader context in Guest Haymaker editions. (-) I miss the champions, contenders, down for the count pieces, although the tracked portfolios provide similar information; Charts of the week (month?) would also be fine to see again.
I am trying out a number of newsletters to find one or two that work best for me. I am looking for a model portfolio and have been impressed with your investment choices so far. However, I am not sure that I get trading alerts on a timely basis. I have the standard plan that is $40/month. In the portfolio that I am interested, I can see that you made trades between 6/9 and 6/30/25 (3 weeks) - just not sure when the trades were done. Another newsletter that I subscribe gives me immediate text and email alerts when ETFs/stocks are bought or sold - captioned "Trade Alert".
I really appreciate all you do. I don't know how you produce the volumes of financial information each week. I think Haymaker keeps getting better and better. Thanks so much,
Enjoy reading the newsletter and reviewing the portfolios. I would like to see more trade recommendations specifically regarding dividend opportunities.
I miss the sector champions-contender-down for the count weekly assessments - helped me position different parts of my portfolio and my dca's- the current portfolio breakdown is great, but would be great to know which parts of the portfolio are buys/holds/sells on a weekly basis, particularly for re-balancing
I also miss the champions-contender-down for the count weekly assessments. But overall, I have been pleased with your view of the markets, especially oil, gold, other commodities. Would like a little more on dividends and bonds.
On the recent Haymaker Daily on SMPL. I took a look at the website and went into the products. OWYN seems to be having major product issues going by the user feedback which I am happy to see the company keeps up on its website and not hide. But it does give pause to look at this further before jumping in.
Seems like your CVNA might finally be ripe as a short?
Absolutely love the Daily format being short and focused. I read every one of them as soon as I see them, thank you.
More specifics on hard asset companies
(+) Analysis of individual names, bonds, currencies, commodities etc. for both long and short positioning, check of their performance afterwards; Macro trends & broader context in Guest Haymaker editions. (-) I miss the champions, contenders, down for the count pieces, although the tracked portfolios provide similar information; Charts of the week (month?) would also be fine to see again.
Most valuable, by far, are the individual trade tips!
I am trying out a number of newsletters to find one or two that work best for me. I am looking for a model portfolio and have been impressed with your investment choices so far. However, I am not sure that I get trading alerts on a timely basis. I have the standard plan that is $40/month. In the portfolio that I am interested, I can see that you made trades between 6/9 and 6/30/25 (3 weeks) - just not sure when the trades were done. Another newsletter that I subscribe gives me immediate text and email alerts when ETFs/stocks are bought or sold - captioned "Trade Alert".
David,
I really appreciate all you do. I don't know how you produce the volumes of financial information each week. I think Haymaker keeps getting better and better. Thanks so much,
Cliff Brock
Wilmington, NC.
Enjoy reading the newsletter and reviewing the portfolios. I would like to see more trade recommendations specifically regarding dividend opportunities.