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...

Market Update: 03-15-21

The Issachar Fund (LIONX & LIOTX) is 95% invested (5% Cash) on Sunday, March 14, 2021, with $66mil in AUM @ $12.54/shr.  After exiting the lagging large-cap “stay at home” stocks that had performed well for us, I repositioned Issachar to the “reopen” stocks that appear to be leading the market higher. Reopen cyclical stock sectors...

Market Update: 03-08-21

 Fear to Cheer!  Correction Over?       The Issachar Fund (LIONX & LIOTX) is 100% in Cash on Sunday, March 7, 2021, with $64mil in AUM @ $12.30/shr.  Sell stops were triggered last week, so I followed my discipline and exited positions.  Many indexes traded below their respective 50-day moving averages on above-average...

Market Update: 03-01-21

The Issachar Fund (LIONX & LIOTX) is 25% invested (75% Cash) in 19 growth stocks on Sunday, February 28, 2021, with $55mil in AUM @ $12.52/shr. US Treasury 20yr bond yields have been rising since January, and the stock market seemed to be okay as it continued higher.  However, last Monday through Thursday, yields spiked over 13%and...