Buffet’s Downfall, 1987, All Cash Portfolios

We all have the same stock market and the same economic conditions when investing during the same time period. Sounds obvious, but must needs be said.  However, we don’t have the same filters for words, terms, headlines, comments, tweets, blogs, posts, articles, and opinions and how they affect our investment thinking. You want an edge?…

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What Would Trigger A Market Fall?

Humans want certainty. It’s the way our brains are wired. That’s why people will often sell everything and go to cash even though that is a really bad thing to do to your money in one single step. Oddly, this ‘certainty-thing’ is also why people over-diversify—investors have been taught that over-diversification is better. Of course,…

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Investing is 1 Thing and 1 Thing Only

The last place people look is often the place they should start. But the problem is that place feels too bad to even go there. And so they put it off, sometimes forever, and sometimes for a ‘only’ a couple decades.  Investing is the platform where your relationship to your feelings and emotions often gets…

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Japan Is Positive As The World Goes Negative

Bottom line: what other countries do affects everyone. If Japan decides to keep their 10-year bonds at a 0% interest rate, it is going to influence other money around the world that wants a yield.  The same thing goes for the Fed saying they are going to keep their federal funds rate at 0% for…

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Pizza Is Now Technology

As the world begins to accelerate, those who are paying attention are aligning their money to what is working. Here are three videos that dig into the parts of the market that are working.  Pizza vs. Apple There’s a reason Berkshire has stopped outperforming the market for the past 17 years. Old thinking. There is…

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Ballmer, Banks, Bombs

This week, I’ve got three videos for you to come along with me on. Gold’s vs. Ballmer The bottom line is you want to buy symbols that are exhibiting leadership behavior. There’s no better example to than Steve Ballmer vs. gold. Let me show you what I mean and why it matters whether you own…

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Biotech, Gold, and the NASDAQ100

There is still a lot going on this week! Here are some of the highlights I’ve covered in videos. The NASDAQ100 vs S&P500 vs US Bonds • Most people are mistakenly avoiding the strongest places on the planet to invest their money. This video will show you why the NASDAQ100 is beating everything and has been…

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Buffett. Airlines. Cash.

On May 2, 2020, the most famous (and richest) investor in history sat down in an empty 17,000 person arena to talk to his shareholders for over four hours. He’s 89 years old. He spoke clearly and soberly for over four hours. I know people half his age who couldn’t do that for thirty minutes,…

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Was That The End Of The Rally??

Edith Green is a name almost no one knows or remembers. You may recognize her name if you lived in Oregon and voted Democrat sometime between 1955 and 1974… or maybe if you were a woman playing sports in the early 1970s. Edith was a 10-time Congresswomen from Oregon—only the second ever to be elected…

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What Happened to Oil?

This is not history. This is happening right now! The largest pandemic ever.* The largest oil price-drop ever. The largest unemployment numbers ever. The largest Fed printing ever. The largest fiscal package ever. The largest shared experience ever. The largest one-month stock price-drop ever. The largest three-week stock price increase ever.  The largest stay-at-home experiment…

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