Everyone is an Investor
"The best deals used to be reserved for the best investors. But as more liquidity entered private markets founders now have other factors to consider." - Michael Batnick For more visit: The Irrelevan...
26 Mars 20214min
The Art of Calling a Market Top
"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember ...
26 Mars 20216min
Non-Compete
"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - J...
25 Mars 20214min
Tech Bubble or Rotation?
"The key observation here is that behavior among different sectors changes at tops, bottoms and middles. That is true for markets, and it is true for economic cycles as well. For those who see bubbles...
25 Mars 20216min
Get Rich versus Stay Rich
"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one prior...
25 Mars 20216min
What's Changed For Now and What's Changed Forever
"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better...
22 Mars 20214min
Not the Same Internet as the Dotcom Bubble
"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors....
19 Mars 20219min
Ray Dalio and the Power of Setting Defaults for Optimism
"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have a huge amount of faith in the power of the human s...
18 Mars 20215min
