Monthly Archives: August 2018

Positions, Valuations, And Cycles. All At Challenging Extremes.

Positions, Valuations, And Cycles. All At Challenging Extremes. “Be fearful when others are greedy and greedy when others are fearful.” Warren Buffett “I believe that the highest probability bet you can make in your investment strategy is that human nature … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 2.

Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 2. Step 2 of 7: How psychology and technology can improve your investing Step 1 focused mainly on describing the broad challenge of increasing the probability of long term … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 1.

Step 1 of 7: Awareness and understanding the challenge of long term investment success. “I’m a dumb shit who doesn’t know much relative to what I need to know”  Ray Dalio writes at the beginning of his new book, Principles. Ray Dalio … Continue reading

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Global Divergence Extends. Buyback Records. Debt Supernova. US Dollar Shortage. CRB verdict.

The global equity market performance divergence has continued to widen. It is very important to understand why as mean reversion could be a shock to US investors, with the S&P 500 outperforming global equities by around 15% this year! Buybacks … Continue reading

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