Beachman’s Investing Brief
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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 692 | Subscribers | Read | beachman.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Current state of the markets and our portfolio pivot towards 2026 - Part2: What could go right in 2026?
We have to start by talking about the markets. I sent out a brief message to readers on Fri (Oct 10th) where I described several worrying technical signals that could be pointing to underlying weakness that investors are likely ignoring. It...
Alert: New SWAT pick: Diversifying into the fastest growing international markets
As 2026 challenges US stocks and the US$, emerging markets will likely shine...
Our portfolio pivot towards 2026 - Part1: Beachman's investing process
At the beach, we have started our annual white-boarding exercise to prepare our investment portfolios for the next 12-15 months. This is the time to figure out what is likely to happen next year and position our holdings accordingly.
Phew what a day...what a week!
This whole week, markets felt heavy. It started on Monday, continued on Tuesday, built up further on Wednesday and then got very tentative today, Thursday.
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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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