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Mon, Jan 18th, 2021
Matthew Levy
Matthew Levy

After graduating with a Bachelor of Science in Economics from the University of Victoria in 2010, Matthew developed a passion for helping clients meet their financial freedom through strong, risk-adjusted portfolios. Formerly, he was responsible for managing and co-managing over $600MM in cumulative assets for private households and institutions. Matthew also undertook and completed his CFA® charter in 2015, a rigorous professional credential program promoting the highest standards of education, ethics, and professional excellence in the investment profession.

One of the many things Matthew is aiming to accomplish with his newsletter is to help you personally navigate financial markets as a professional would, by offering general market overviews over different time frames, highlighting leading and lagging sectors within the market, and (hopefully) captivating macroeconomic updates as necessary. If you want an excellent way to grab an edge over the market, sign up for the Stock Trading Alerts. You’ll stay up-to-date with his analyses and the ability to reach out with any specific questions or updates you would like to see in future newsletters. Sign-up is a few clicks away, and Matthew looks forward to helping you on your investment journey.

Most Recent Stories

Stocks Decline, More May be Coming

We’ve reached a very critical juncture in the markets. Last week, I mentioned how this reminded me of the Q4 2018 pullback (read my story here), and still maintain that there is way too much complacency...

Stocks Decline - Don’t get Caught

My goal for these updates is to educate you, give you ideas, and help you manage money like I did when I was pressing the buy and sell buttons for $600+ million in assets. I left that career to pursue...

Mild Rally Continues

With Democrats gaining full control of both the legislative and executive branches of the government, the prospect of further stimulus has sent stocks soaring to their highest valuations in years. However,...

Tech Special - Trends to Look for in 2021

As we got used to this “new normal” though, it was obvious that tech would be the biggest beneficiary. It kept our world running, our businesses working, and students learning. With “stay-at-home”...

Markets Surge Despite Storming of U.S. Capitol

There was no pullback to end 2020 as I anticipated, but I still believe that markets have overheated in the short-term, and that between now and the end of Q1 2020 a correction could happen.

Markets Recover Some Losses, While Eyeing Georgia

After stocks sharply dropped on Monday (Jan. 4) to kick off 2021, widespread gains on Tuesday (Jan. 5) offset some of these losses. While Monday (Jan. 4) was the first time since 2016 that the Dow Jones...

Major Averages Plummet to Start 2021

In a quick update to kick off 2021, I wanted to summarize my correct calls, and what I profited on since beginning to publish these updates. While nobody can predict the future, the major calls I am most...

Major Averages Hit More Record Highs

Quick UpdateAs a quick update to kick off today’s newsletter, I would like to summarize my correct calls and what I profited on since beginning to publish these updates. While nobody can predict the...

Stimulus Hopes Fail to Rally Markets

The S&P 500 closed down for the third consecutive day (Dec. 22), despite Congress’s long-overdue approval of an economic stimulus package.News Recap• The Dow Jones declined 200.94 points, or 0.7%,...

New Virus Strain Spooks Investors - Markets Sharply Sell-Off

Quick UpdateDear readers, before we get into today’s news and stock analysis and because I’ve been receiving many questions from you, I’d like to first clarify what I mean by BUY, SELL, or HOLD....

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