Should You Hedge The S&P 500?
Hi Guys, This week was my final week for my current training cohort. There was a question that came up on Wednesday that I wanted to share with you because it incorporated three of my “first principles” into one question. What was particularly great about this question was how applicable it is to all people…
If the Dollar Fails…
Hi Guys, I’m impressed with how many people are getting hit with the story that the US dollar is going to lose its reserve status. Here’s the ninja move. Don’t be attached to the US dollar having or not having, or losing or not losing, or losing and then finding its reserve status. Because, if…
I’m Tired.
Hi Guys, If there are two words that can do a pretty decent job of describing the world it would be, “I’m Tired.” Though no one has said that to me, it seems to be what is getting communicated. People are tired of the news, the confusion, the overwhelm, the conflicting ideas. I get it. …
Everything In The World Gets Priced To This One Number
Everything in the world is priced relative to something else. When you buy a box of cereal in your grocery store, it’s priced in your local currency. The loaf of bread you buy is priced relative to the currency you buy it in. When people [used to] travel to other countries, they’d quickly realize the…
This can go on longer than you think…
Price is king. And that means it’s [always] right. Of course, there are going to be ups and downs, but price—as a collective measuring stick—is incredible. The market (read: price) is able to digest everything it knows about what is going on and plot a direction. No committees. No board of directors. No Zoom conference…
Silver vs. Gold. Dying Blue Chips. The US Dollar & Your Stability.
I got a good one for you this week. Here’s a little highlight of what’s in this week’s video. Silver has underperformed gold since 2011. That’s actually an understatement. Silver has performed so poorly in both absolute and relative terms to gold that it’s been a real problem. AND silver needs to wake up if…
3x Silver. Cash or No Cash? Bull Market In Stocks Over?
I love the comments you leave on my YouTube channel. Please leave more of them and also let me know what you’d like to see more of. This is also your channel, so tell me what’s on your mind. In this week’s video, I cover the following topics from your comments: Bitcoin Berkshire and SPX…
Precious Metals Small Caps Breakout! Here’s What’s Next.
When an investment—whether its a sector, an asset, a sub asset, a commodity, a bond, a stock, etc.—continues to breakout to new highs (both relatively and absolutely)… it’s a sign of strength. And you want to buy strength. And you want to own strength. Not trade it. Or sell options against it. Or dabble in…
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?…
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,…
