I have received a few emails and messages checking up on my status as I have not been posting lately.  Obviously the market has been very volatile and I have had to turn much of my attention to managing the risk in my fund.  Things are actually working quite well with healthy profits still intact for the year.  However, the time and energy constraints have made it very difficult to eek out time to write quality articles and I would rather wait until I have time to do it right rather than give everyone something sub-par to read.

On a personal note, my wife and I are expecting to add two additional children to the family with twins on the way next month.  This is pretty exciting for all of us, but with her now on bed-rest and the other children still needing care and attention, you can imagine that peace and quiet have been at a premium in the Scheidt house.  Still, I am beginning to see my way clear and hope to have regular ideas for the blog a few times a week moving forward.

I would love to hear how readers are holding up in this environment.  Hopefully everyone is employing defensive strategies and taking a conservative approach.  There are plenty of wonderful opportunities in this market, but all must be viewed through the framework of capital preservation as a the primary objective.  Please leave a comment or shoot me an email (zds@stearmancapital.com) and let me know how you are holding up.  If there are particular new issues or secondary offerings you would like to know more about, please feel free to request analysis and I will do my best to cover.

Thanks for your understanding with my absense and please stay tuned as Zachstocks is back up and running again.

Best,
ZDS