Dollars Distort Our Understanding of Wealth
Most investors measure wealth in dollars — but what if the ruler itself is shrinking? Since 2000, the S&P 500 is up nearly 5x in dollar terms, yet priced in
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
The Everything Bubble Is Primed To Pop — Now What?
This is the biggest investment event of your lifetime!
The warning signs are no longer subtle. The Everything Bubble—fueled by record valuations, relentless leverage, and decades of policy intervention—is now
The Discipline That Separates Investors from Gamblers
Real wealth isn’t built by risk or passivity. It’s built by discipline, a compounding process that lowers drawdowns, smooths volatility, and makes steady growth inevitable.
If you can’t measure how
The Predictable Market Crash No One’s Ready For
The story of infinite progress is a powerful one. We want to believe that markets evolve, technology advances, and human ingenuity outsmarts every limitation. It’s comforting, this idea that things
Allocation Resets. New Era Globalization And Long Term Inflation Risks.
Inflation does not seem to be likely to sustainably reach the 2% target. At the same time there are new factor in relative value, and a new kind of globalization
Bank Deposit? Or Treasury Bills?
On Wednesday afternoon, March 22, Fed chair Powell and Treasury Secretary Yellen decided to continue business as usual. Powell raised interest rates to contain inflation, perhaps for the last time
Historically Extreme Macro Conditions
Investors need to be aware that declining rates of change in both inflation and growth is the worst environment for equities, equities are at historic extremes relative the government bonds,
US Stocks Discount Only A Mild Recession
Misinformation and cycle blindness seem to be dominant dangers for market participants. The charts below show there should be no confusion about the downcycle in growth, which is being reinforced
Declining Workforce And Productivity. US Treasury Engagement. Druckenmiller, Jensen, And Roubini.
The under 55 US population fell 20m in the last 10 years,
Lower Productivity lowers growth raises inflation,
Tension Between Fiscal and Monetary Policy ….. US Treasury role
Q3 2022 Review. Insight Track Record. Q4 2022 Outlook.
How can you ever really enjoy and relax about your current wealth and investment future unless accountability to capital preservation is hard wired into everything you are doing? Capital preservation
Invest like the best
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
The Way Wealth Management Should Be Best Practice For The Best Results
How much do you really know?
So much of investment today is based on flawed assumptions and gut feelings. How much do you know about what you need? Take our Quiz and find out!