Market Update: 04-26-21

The Issachar Fund is holding growth stocks with strong fundamental and technical chart patterns that appear to be under accumulation.  I believe the rotation from Growth to Value that occurred in the 1st quarter may be switching back to Growth because growth stocks have seen price increases before and after their earnings announcements. ...

Market Update: 04-19-21

Fed Steps on the Gas!      More Rotation!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 18, 2021.  We are in the earnings reporting season, so my risk management discipline is to sell a company before they report earnings, and I have been doing a lot of that lately. Honestly...

Market Update: 04-13-21

Event or Trend?   Growth Accumulation!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 11, 2021.I see a slow transition from value, cyclical, and small-cap stocks back into growth, which is a welcome change.  Since January, I have witnessed money flowing out of many of last...

Market Update: 04-05-21

Higher Highs!   Looking Good!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 4, 2021.  Here is a link to the 1st Quarter Issachar Fund Fact Sheet.  The Issachar Fund Institutional share class (LIOTX) should now be available for purchase at...

Market Update: 03-29-21

The Issachar Fund (LIONX & LIOTX) is lightly invested on Sunday, March 28, 2021.  The rotation trade out of last year’s winners (tech) into last year’s losers (value/cyclical) is still ongoing, and oil is looking better.  It has been a choppy market in 2021, but I believe the worst may be behind us, and the uptrend may...

Market Update: 03-22-21

The Issachar Fund (LIONX & LIOTX) is 75% invested in 49 stocks (25% Cash) on Sunday, March 21, 2021, with $63mil in AUM @ $11.98/shr.  From 10/30/20 to 3/17/21, oil was up over 73%, then had its worst drop on Thursday by over -7.5%.  On Friday, oil prices rebounded over 3% higher, and I believe we may have just experienced a...