Archive - Beachman’s Investing Brief

Introducing Beachman's SWAT picks

Portfolio: Beachman's best long term picks given current market conditions

Jul 18 •

Market Whispers - Beachman's mid-year plan: Adapt or GAG!

Markets: Beachman's portfolio tactics based on his read of the markets

Jul 13 •

Beachman's mid-year plan: Markets in Golden Age of the Grift

Markets: Beachman's portfolio tactics based on his read of the markets

Jul 9 •

Beachman's portfolio & stock picks as of Jul 7th 2025

Portfolio: Beachman's current holdings, most compelling stock picks and portfolio tactics going forward

Jul 7 •

June 2025

Market Whispers - 3 reasons to not BTD (Buy the dip) now!

Markets: Beachman's portfolio tactics based on his read of the markets

Jun 18 •

Hedge in May and go away: Beachman's 2025 hedging plan - Part 3

Portfolio: Beachman's portfolio tactics based on his read of the markets

Jun 1 •

May 2025

Always the bridesmaid...: Q1 earnings reports - Part 7

Portfolio: Beachman's take on recent earnings reports

May 30 •

Market Whispers - Here comes the stupid market phase...Excellent!

Markets: Beachman's portfolio tactics based on his read of the markets

May 26 •

Beachman's portfolio & stock picks as of Jun 16th 2025

Portfolio: Beachman's current holdings, most compelling stock picks and portfolio tactics going forward

May 24 •

New Beach Pick alert : Q1 earnings reports - Part 6

Portfolio: Beachman's take on recent earnings reports

May 23 •

Tariffs, Shmariffs...Markets are moving on: Thank you for playing

Markets: Beachman's revised outlook for the next few months

May 18 •

One sell, One cut and One overweight: Q1 earnings reports - Part 5

Portfolio: Beachman's take on recent earnings reports

May 14 •

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