General Discussions - ITA Wealth Management Forum

Connecting to ITA Blog

Lowell Herr — Thu, 09 Jul 2026 19:25:31 +0000

Without infringing on readers time, is anyone having a problem connecting to this blog and reading the posts? Respond to this note if you are having a difficult time logging on to the blog.

Lowell

Coming Updates

Lowell Herr — Fri, 26 Jun 2026 18:49:37 +0000

Next week is a busy one for portfolio reviews as the Millikan, Huygens, McClintock and Bethe are scheduled. These will close out the second quarter and open up the first July updates.

McClintock is the single Sector BPI portfolio of the four.

Lowell

Bank of America Projection

Lowell Herr — Sat, 13 Jun 2026 11:38:30 +0000

I heard where Bank of America sent out its 8th warning of the coming market correction. Are there BofA readers who can verify this information?

Lowell

Diversify

Lowell Herr — Wed, 10 Jun 2026 21:04:31 +0000

If there is a time to diversify your portfolio, now is the time. Check out this source of information if you have not already viewed this YouTube video.

Lowell

https://www.youtube.com/watch?v=SoINk6KaMYM&t

Portfolio Management

Lowell Herr — Tue, 09 Jun 2026 01:03:49 +0000

Within the next two weeks look for more portfolio management that emphasizes capital preservation. The Shiller P/E Ratio and Buffett Indicator are two metrics pointing toward a major market correction.

The investment logic behind the three Sector BPI portfolios is solid and should weather any type of major market draw-down. The Schrodinger is out of my control so long as Schwab is managing that portfolio using their computers. Portfolios that need attention are: Bohr, Bethe, Millikan, Kepler, Einstein, Pauling, Gauss, and Huygens.

To see all blog posts register as a Guest (free) and wait for me to upgrade you to the Platinum level. The blog is now free to all interested investors.

Lowell

May 22nd BPI Report

Lowell Herr — Sat, 23 May 2026 13:04:16 +0000

All indexes with exception of the NASDAQ are bullish. The DJTA took the biggest jump up moving from 45% bullish all the way up to 80% bullish.

As for the sectors, most are bullish. Materials is still oversold as it continues with 23.07% bullish. Shares of VAW were added to all three Sector BPI portfolios this week. Energy is overbought. TSLOs are set to sell shares of VDE from each of the three Sector BPI portfolios.

Lowell

Financial Repression Blogs

Lowell Herr — Sun, 03 May 2026 19:57:45 +0000

If you wish to read the Financial Repression blog posts, sign up as a Guest (free) and wait for me to upgrade you to the Platinum level. There will not be a fee in the future as the ITA blog is now free and will remain that way.

Lowell (Editor)

Dismal Outlook for USA

Lowell Herr — Thu, 08 Jan 2026 20:18:15 +0000

Check out this important video on the future financial collapse of the USA.

Comment on your preparation or if you think the logic is incorrect.

Lowell

https://www.youtube.com/watch?v=7iHuk5G1h-I

Book Recommendation: 1929

Lowell Herr — Tue, 06 Jan 2026 23:09:32 +0000

Andrew Ross Sorkin has written an excellent book titled, "1929."

The parallels to today's market is uncanny.

Lowell

Portfolios In General

Lowell Herr — Wed, 31 Dec 2025 21:46:10 +0000

I think most of the ITA portfolios are set up to handle the anticipated volatility coming in 2026. In general, the plan is to encourage owners of the various portfolios to continue to save so I am able to dollar-cost-average. The hope is to take advantage of market dips as they show themselves over the next 12 months.

SHV will be used as a holding tank for cash in order to capture higher interest than paid through money markets.

Lowell