In Volatile Markets Like These, Wait For The Fat Pitch | New Harbor

An important investing lesson inspired by Ted Williams & Warren Buffett

Today's volatile markets are sending stocks zooming higher, then downwards. And then up & down again erratically.

This understandably raises both uncertainty as well as emotionally-driven decision making for investors.

To be successful in markets like these, your job is to exert patience.

Wait for the "fat pitches". The investment opportunities that are clearly good values for the price you pay vs the risk you're taking on.

The good news about volatile markets is that they'll provide a wide range of investment options.

So be patient. There's no time pressure.

Wait for the obvious wins to present themselves. And THEN act.

In today’s video, the advisory team at New Harbor explains the sound wisdom of this approach -- based in no small part on the batting strategy of Hall of Fame hitter Ted Williams, and improved upon by investing giant Warren Buffett.

To hear it, click here or on the video below:

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Adam’s Notes: New Harbor (recorded 5.28.25)

EXECUTIVE SUMMARY:

• Market Recovery and Outlook: The S&P 500 erased March-April 2025 losses (21% peak-to-trough), nearing all-time highs (5,900 vs. 6,147), with short-term bullish signals (golden cross), but New Harbor remains cautious due to macro risks.

• Bond Yield Concerns: 10-year yields at 4.5% and 30-year above 5% reflect deficit spending fears (Big Beautiful Bill), with New Harbor holding a reduced 7.5% long-bond position (TLT), expecting an oversold bounce but wary of policy-driven volatility.

• Precious Metals Strategy: Gold ($3,300, near highs) and silver ($33, eyeing $35 breakout) are core holdings (5-10% bullion, split 2/3 gold, 1/3 silver), with miners showing relative strength, hedging fiat purchasing power loss.

• Portfolio Adjustments: New Harbor increased its equity exposure from 38% to