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Beachman’s Market Whispers

Beachman\ud83c\udfd6️☀️

Investing in AI stocks, growth tech investing, personal finance, early retirement, stock market, macro economic signals, AI investing with a retired Fortune 5 executive and beach nut.

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Substack
PricingFreemiumPublishesTwice weekly
Issues721Founded4 years agoLast Issue14 days ago
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Latest Issues

Sell in May and go away...is that the right plan?

We need to consider alternative market trajectories...

Sell in May and go away…so goes the saying in investor circles. Meaning that one can usually maximize gains by reducing long positions in May, raising cash and then buying those positi...

14 days ago
8
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🚨New Position Alert🚨: We just bought our neocloud pick for our SWAT portfolio

Markets have moved on from the ME war...

Markets love certainty. It doesn’t matter where the certainty comes from. As long as they see less uncertainty and more stability. Under such conditions they tend to move higher. That is what the SP...

a month ago
6
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Time to buy Microsoft MSFT?

Our current read on the stock...

Microsoft is one of the world’s most influential technology giants with a market cap of more than $2.7T, a 76% desktop operating system market share and more than 345M subscribers for their marquee M…

a month ago
9
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Time to buy Tesla TSLA?

Our current read on the stock...

Some recent chatter about Tesla’s March sales…apparently they sold less EVs than expected.

2 months ago
6
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Making the final turn in our 2026 portfolio pivot

We are not interested in F.A.F.O!

In preparation for this year, we started our portfolio pivot in Sept 2025 as we laid out our 8-step SWAT Sleep-Well-And-Tight investing process. We have been successfully employing this approach for …

2 months ago
10
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  • Beachman\ud83c\udfd6️☀️

    Investing in AI stocks, growth tech investing, personal finance, early retirement, stock market, macro economic signals, AI investing with a retired Fortune 5 executive and beach nut

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