Does size matter…?
Does Size Matter…? No ladies, I’m not talking about that… I’m talking about the closely held belief that people should be allocated across different sized stocks. As you know I believe stock-diversification is a tax on your life, your portfolio and your security. Because you know what? Once in a while everyone should follow…
Forget The News… Follow This Instead
19 years ago, exactly one week ago to the day. I stopped watching news. TV news to be exact. I realized TV-based news was really just another sitcom on TV. Yes, it had slightly different content but the premise was the same… Capture people’s attention so they stick around for the commercials. And look, lets…
The Six Scariest Charts In The World Today
Stocks reside on the same planet as bonds AND stocks are significantly correlated to the return on bonds. So even if stocks “shouldn’t” go up, they still can… And this is going to be intellectually painful to a lot of people. After all, today the S&P500 sits at an ‘as reported’ P/E ratio of…
Stop Me If You’ve Heard This One…
Stop me if you’ve heard this one… The world is going to end as we know it. The US dollar is going to zero. And the government is going to confiscate your gold. Sounds like I’m selling a “pick-of-the-month” newsletter doesn’t it? The only thing left for me to say is, “…but these three…
Uncertainty Reigns
Before the planes crashed into the World Trade Center towers on September 11th, 2001 the US stock market had already fallen 29% over the previous 18 months. The US markets had already entered into a bear market and the indices were clearly in downward trends. So did September 11th have anything to do with the…
The Death of Diversification
Every month I sit down with my members and I run an exercise called, The 30-Day Forecast. In this exercise I look at three different types of charts and compare them against each other in real time. By doing this I instantly know what location in the world is best, what size stock is best…
Get Perspective Or Lose Money
Are you a democrat or a republican? Are you pro-choice or pro-life? Do you love Fox News or hate it? Are you pro-Israel or pro-Palestine? I’m asking because it matters… People live their lives based on certain presuppositions that they believe to be true. Do you believe that you should have your money diversified over…
Did You See Gold’s Move Yesterday? An update…
Do you have interest in owning gold? Actually, that’s not the right question… Do you have interest in protecting your portfolio and future from misguided government interventions and manipulation? If so, I want to show you five charts. And specifically point out to you why PeakGold 1.0, PeakGold 2.0 happened and why PeakGold 3.0 is…
The Two Biggest Economic Indicators… Ignore At Your Own
What should you do? Gold is correcting. The US Dollar is in a 15-month 8% sideways channel. The S&P500 is in a 24-month 15% sideways channel. Bond Yields are still trending lower after 33 years. World GDP is slowing. Japan is in a terminal GDP decline. China is one of the fastest aging countries on…
The Billionaires vs. The Central Bankers
The S&P500 has just finished six straight quarters with declining revenue numbers… …And the last two quarters with declining profits. …And the only thing companies are doing with their zero-interest-rate-policy debt is to continue buying back their own stock and hopefully their competitors. So none of them [as a group] are investing in capital…
