Monthly Archives: September 2018

Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 5.

Step 5. Defining The Most Important Investment Assessment Metrics. “Consideration of risk must never take a backseat to return.” Seth Klarman https://www.slideshare.net/vlad0/seth-klarman-the-forgotten-lessons-of-2008 “Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1.”  Warren Buffett https://www.forbes.com/sites/agoodman/2013/09/25/the-top-40-buffettisms-inspiration-to-become-a-better-investor/#4d6752e97ccb “One … Continue reading

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10 Extremes Mean Risk In Financial “Never Never Land”

“An economic recovery based around high debt is really no recovery” Larry Elliott This list of extremes seems to add up to a kind of financial “Never Never Land”. Most investors seem unaware of the extent and historic nature of … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 4.

Step4. The Simple And Essential Math Of Investing. Very little is more important, when it comes to investing than understanding the basic dynamics of risk and return and how to use these two crucial concepts to your best advantage. In … Continue reading

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Stock Market Rally Attribution. Debt Dependence. Cyclical risk.

A clearer idea of the main drivers of the multi-year US stock market rally provides new insight about its durability and substance. The main causes of the rally can materially change perspectives about the outlook. Cycles allow for both bulls … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 3.

Step 3: Focused Alignment With Suitable Strategy. Avoiding Impulse Triggers And Linear Thinking. Debunking Investment Myths. “You’ve got to be careful if you don’t know where you’re going, ’cause you might not get there.”  Yogi Berra “With every new wave … Continue reading

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