A few weeks ago I wrote a post on increasing your level of happiness and how achieving financial independence might just be the greatest source of happiness. Not because money makes you happy but because it can buy you the freedom from things that irritate you like work and its related stresses, commutes, financial stress,…
The Glacial Shifts that Affect Investment Markets
There are a couple of things I’ve been thinking about over the last year or so and a great interview last Friday with Michael Green on Real Vision TV helped me piece it all together. Quick side note – for anyone serious about following the investment markets, Real Vision is absolutely the best source for…
Emerging Tech Trends, the Snap IPO & the Country of Poyais
For anyone interested in emerging trends within technology, I encourage you to read about the India Stack and Aadhaar. I can definitely see a system like this spreading throughout the world. It accomplishes many of the efficiencies of Blockchain technology but is much easier for the average person to understand than Bitcoin. There are certainly…
My Current Outlook for US Stocks
Sometimes I’ll receive a question along the lines of “Hey, what do you think the stock market is going to do this year?” I’m assuming they’re looking for a very specific answer like “the stock market is going to rise 10% this year…” but markets and investing are not that clear cut. Even when you…
Investing, Life & Happiness
I love what I do but my job can often be pretty stressful and frustrating, especially in the upside-down world of central bank QE where investors have been rewarded for doing the exact opposite of what logic would dictate. For example, I’ve been openly critical on this blog of the long-term implications and distortions that…
New Investment – Partnering with the Warren Buffett of Healthcare
Last week I purchased stock in a new long-term investment within my client’s Growth allocation that I’m pretty excited about. The company is called OPKO Health (OPK) and is run by Dr Phillip Frost who is often referred to as the Warren Buffett of healthcare. Studying a company’s management team and Board of Directors is…
The Unwind of Globalization
There have been a lot of people pushing back lately on some of President Trump’s trade policy proposals, stating that it will be bad for business to impose tariffs or renegotiate trade agreements. I find this amusing because that’s pretty self-explanatory. However, most of the people I hear pushing back in a public forum seem…
Interesting Trends & New Investments
It’s been a while since I last posted anything. I’ve been spending a good bit of time researching some new investments and writing my semi-annual letter to clients. Here are some interesting charts and trends I’ve come across over the past couple of weeks. 1) Rent vs wages – inflation in all the wrong places…