Interested in market breadth. But market cap is my favorite metric. I have been trading $JNS all year on the Bill Gross hire. Won a few big ones, got drilled during the correction. Previously all $FSLR. Bay Area, Cambridge, now DC.
IPOs & financing deals, active portfolio management, HF. US equity markets, following syndicate calendar closely for IPOs & deals. Pattern recognition human. Frenchman. Active in markets for more than 15 years.
Co-Founder and Editor of Capitalist Times and Energy & Income Advisor newsletters.
Still the world's leading energy strategist.
For analysis and best ideas:
Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.