Is the Commodity Market Breaking Out of its 9 Year Downward Trend?

A Picture is Worth a Thousand Words Our brains are designed to think visually. But over the past 100 years we’ve been taught that the visual parts of our brain are not needed. Everything is focused on letters, words, sentences and paragraphs. You want a good job? You better score high on your SATs… And…
The Real Reason Why Amazon Shares Are Killing It

How are all the following companies similar? Facebook Google Amazon Apple Netflix Spotify Tripadvisor Priceline Airbnb Waze The similarities are important because it gives you a hint as to why these types of companies will continue to expand their dominance and influence over your world. So what do you think? And no, it’s not enough to say…
How Self-Righteousness Might Be Hurting Your Investment Returns

Definition time… The definition of “self-righteous” according to the Merriam-Webster dictionary is: being characterized by unfound certainty that one is totally correct or morally superior. Why this definition this week? Because people have been sold that greed kills people’s portfolios. That’s wrong. As you know I’ve never found a person managing their own portfolio to…
DIY Investing vs. The Average Stock Market Return

Why Make it Hard When You Don’t Have To? When my son does mazes he always starts from the end of the maze and goes backwards to the start. When I first saw him doing this (age 4) I corrected him. You’re doing it wrong. You have to start on the left and figure out…
The Effect of Interest Rates on The Treasury Yield

Thinking Independently It’s Independence Day this week in the US and I wanted to talk about how independence is thinking for yourself and pointing out things you know are not right. Many times this means you have to be on your own or with a smaller group that’s going up against something large. And if…
Why Stock Market Predictions Don’t Matter

Stock Market Predictions And The Drive For Certainty Since we’ve been little kids we’ve wanted to know exactly what the rules are. Why? We want certainty. The reason people love stock market predictions is because they make their brain feel safe… Why? Certainty. And the bigger the prediction. The End Of The Dollar. $700 Gold.…
Are You Being Too Conservative?

Is There Such a Thing as Conservative Investments that are Too Conservative? You often hear me talk about questions and how questions determine outcomes. How they determine your life. And it often comes down to how good the questions you’re asking are. I’ve had three conversations this past week with people that have been too conservative…
Are We Slipping Into A Recession?

The Maginot Line A hundred years ago WWI ended. It was a terrible war, fought in Europe with the two main players being Germany and France. Germany invaded France on France’s Eastern boarder. After WWI France decided that Germany wasn’t going to attack them again like they had just done. So they started building up…
This Is Why You’ll Miss The Next Market Crash

Our Brains Are 100,000 Years Old The human brain is the exact same size it was thousands of years ago. That means we have the exact same brain capacity that our hunter-gather ancestors had. Our brain processing power is exactly the same as it was 10,000 years ago. You might ask the question: How does this affect…
Money Always Flows into One of these Four Places

There are Two Themes to my Investment World. 1. I look to where people are saying “this doesn’t make sense.” 2. I look where things are so obvious that you just can’t see them because they are right there. In this post I’m going to be addressing the second theme. The question is where and how…