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How to think like Charlie Munger
July 21, 2022 | Though we recommend listening to the speech here, we’ll discuss some of the major ones and how they can adversely affect our investing performance. As Nick Sleep said, understand these tendencies and then train yourself out of them.
Investors cutting exposure to Risk-on Assets
July 20, 2022 | Bank of America conducted a monthly fund manager survey of 259 participants with $722 billion under management. The survey shows investors have cut their exposure to risk assets to levels not seen since the Great Financial Crisis of 2008...
What’s Your Time Preference?
July 19, 2022 | In investing, you’ll often hear about individuals having a high or low time preference. What is this, and what do we mean by it?
BRRRR Real Estate Investing Breakdown
July 18, 2022 | Today, we’ll take a deeper dive into a few of the core metrics you need to know early on in the strategy that will increase your odds of success.
What three indicators say about the economy
July 15, 2022 | For insights into how things are going right now, we looked to one of our favorite investors from the great country of Italy, Alfonso Peccatiello. He discusses the three types of indicators he uses...
Stop thinking like the crowd
July 14, 2022 | If there’s any single takeaway we can all share from the past few months of financial market turbulence, it’s that investing is, in fact, not easy.
Maybe bear markets aren’t so scary?
July 13, 2022 | According to Nygren, over the last 77 years, there have been twelve bear markets in the U.S., including this current one. In those, the longest it took for a market to bottom after entering a bear market was two years...
Four Horsemen of the investing apocalypse
July 12, 2022 | There’s a lot of talk these days about whether the U.S., and much of the world, is in or about to enter a recession. The ins-and-outs of the business cycle are not always common knowledge, and in particular, we like the way that Cullen Roche thinks about it.
How to invest like Ray Dalio
July 11, 2022 | Have you ever wanted to build a supremely durable portfolio that can last the test of time, not just decades, but centuries? If you’re Ray Dalio, founder of Bridgewater, the world’s largest hedge fund, then the answer is yes, and he calls it the “All-Weather Portfolio.”
Boeing’s Nightmare
January 10, 2024 | You’ve probably heard about more quality-control trouble at Boeing. The latest issue from last weekend: a harrowing malfunction at 16,000 feet, when a door panel sheared off a new 737 Max 9 airliner.
Farmland Financialization
January 09, 2024 | China has officially dethroned Japan as the world’s top car exporter — with an assist from Russia.
Pet Problems
January 08, 2024 | Huge losses from national disasters. Soaring prices. “Worst possible scenarios” for consumers.
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