You may have noticed that European currencies has been under pressure recently. In this video, I discuss what is on our radar screen in Europe, emerging markets and equity investments. I discuss valuation and quantitative measures of demand and supply in those markets.
Over the past two decades we’ve learned many lessons from not only our own experience, but from other successful investors. In this video I discuss “The 20 Things Only Highly Successful Stock Investors Understand.” We draw from the lessons learned in the past and chart a course for a profitable future. We can use this wisdom to […]
Are you curious what the U.S. imports from Mexico? As investors this is important because we want to understand some of the trends in companies that could be affected by changes in tariffs. The Trump administration has proposed a 20% tariff on imported products from Mexico in order to better balance the trade deficit with […]
Everyone should invest with the intention to accumulate enough assets so that work is optional. Over the years I have found there are three reasons why people never achieve investment success and financial independence. They relate to calamity, clarity, and commitment. Calamity “Predicting the future is easy…getting it right is the hard part. For that […]
Arguably one of the most important developments is that interest rates are starting to rise. Although it is early to call a huge rise in rates, we believe investment strategy should incorporate this possibility. One of the most important rates – the mortgage rate – is reaching levels we have seen in recent months as […]