Investing From The Beach

We talk about the blatantly obvious stock opportunities that we missed when we first started….and those opportunities are still available today!  

VFS VinFast is a new entrant to the EV space - the stock is a roller coaster ride.  We talk about the greed that shows up when stocks are incredibly volatile  

Do recent bank failures present an opportunity in the stock market?  We discuss what to watch for and what to watch out for.  Silicon Valley Bank, Signature Bank, First Republic, other regional banks - are there opportunities among the survivors?

Google Layoffs, Entitlement.  Lesson = Do not attach yourself to the company you work for - focus on building your skillset.   You will leave your job for 1 of 4 reasons;  your salary reqts; your age; your health; or you decide. Recent articles about tech sector layoffs, Google in particular; show a huge disconnect between freedom-seeking vs comfort-seeking. 

People willingly buy stuff when it goes on sale, but they won't buy assets when they're on sale....either becuz they're afraid or they don't know how to recognize an opportunity.

Recession or Expansion; Inflation or Deflation; Bull or Bear;  Markets move in cycles, but do the cycles truly matter?  Once you can identify which direction it's heading, you simply trade in that direction...

Stock Market Environment, Goals,  Mindset are just 3 of the topics we discuss.

Covid, Chinese Stock Market, Who wins with everyone having to get Covid tested?  Who wins when China govt chokes an industry and crushes those firms?

Money, Power, Politics, Business. The US was in Afghanistan for 20 years…why? Follow the trail of logic and money.