Always love hearing your insight. Thanks!
Such a great video. Learned some useful tools 🧰
Why not just buy stocks from companies that always get government bailouts. They are viewed as 'too big to fail' so just invest in them. They won't be allowed to fail.
Great insight, Michael. I've been watching your videos since 8 am today. Thank you!
Good seeing you back in action with new content!
Top quality analysis Once I saw all the tabs I realised “here's a guy I can relate to”
What happened to your episodic series about financial news general? Discontinued?
10:45 .... have you been maintaining around a 40% cash position for the past three months?
Market is way too high... Did people forget that this whole economic recession is going on?
Good sharing. But I am not quite convinced why you keep bonds out of your portfolio? Long term US gov bonds are a good hedge to the volatility of equities. Bond's return is not just dividends but also NAV appreciation. For example, TLT has grown 22% YTD.
Stocks are not disconnected. They are moving from short to long positions. All based around money printer going Brrrrrrrrrr. Every time they get bad news they buy because they got more excuse for Brrrrrrrrrr. They are betting on future mass inflation.
Good afternoon Michael, first of all congratulations on the work you are doing. Based on the current uncertainty and your suggestions, I had some doubts. At this moment, what kind of actions do you recommend? Did you talk about gold funds, like for example? Thanks and sorry for some mistakes, but I'm Portuguese ...
Looking at Shiller's P/E or Buffet indicator everything looks expensive due to crazy valuations of tech companies (FAANG) they represent like 15-20% of SP500 index but if you remove them from the equation market is fairly valued
The market need to crash during the Q2 which will offer us great deals.
Thanks for the video! I for myself think it is wise to currently honor the metals with a 30% stake. But that's just me. P.S.: Will you make the google sheet available to play with? (Would earn you fame! 😉)
Buy Bitcoin
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