1) The purpose of this Market Note is to encourage members to stay resilient and maintain confidence. The market’s choppy, directionless range since mid-December has tested many traders’ patience, and I understand how this can weigh on one’s psychology. At the start of the year, my 2025 Preview Video was titled “Keep Your Expectations Realistic.” It was a reminder that, after two strong years, a period of consolidation would be perfectly normal. It’s important not to let the momentum of 2024 create an expectation that the market will always move in a straight line, and that corrections are a natural part of the cycle.
Over the past two months, there have been moments when the Nasdaq Composite approached the upper end of its recent range (around 20,000), prompting me to increase exposure for two key reasons: 1) Market conditions appeared promising, and 2) I always approach the market with humility, recognizing that I could be wrong. However, each attempt was met with resistance, requiring me to reduce exposure. While this has been frustrating, I remain optimistic, knowing that a new powertrend will emerge, and I will identify it. The key right now is to show discipline and patience until market conditions improve. Please DO NOT force trades, and if you do anything, please keep your positions sizes light. I am not bearish, just remaining defensive until we see stronger signals. I don’t anticipate a bear market, but it’s possible we remain range-bound over the near-term. My priority is ensuring that members preserve both capital and confidence, so they are ready for the next sustained uptrend.
2) This March marks the five-year anniversary of my Educational Product. I initially planned to raise the quarterly membership fee by $100, however, I decided to postpone the increase. My primary reason is that newer members have not yet had the opportunity to see how I identify powertrends and highlight high-growth stocks. I want to ensure that everyone has the chance to gain value from this service before any pricing adjustments. While price increases are inevitable, especially as nearly every stock service has raised fees multiple times in recent years, I remain committed to making this transition as fair as possible. Later this year, I do plan to adjust the rate to $595 per quarter, but I will provide at least a month’s notice beforehand.
3) A final note: I kindly ask that members refrain from emailing me with questions about specific positions, as I am unable to provide personalized investment advice. My videos offer clear guidelines, such as using a decisive Friday close below the 10-week moving average or the 200-day as my absolute line in the sand for long-term investors. However, the ultimate decision must be based on your individual timeframe, risk tolerance, and investment strategy. The goal of this product is to cultivate confident and self-sufficient traders. Making independent decisions, guided by the principles we discuss, will strengthen that confidence over time.
Thank you for your continued trust, and as always, stay patient and stay prepared.