Investor Insights

Investor Insights

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Investor Insights episodes

  • the-dog-or-the-owner
    The great lesson of markets. Those who can react the least and stay focused on the long-term, tend to see the best results. Sure some years stink...but that has always been the case. Too much data has everyone thinking there is an easy way to sidestep problems. In fact, problems are part of the trip - a required part - to get long-term results. Ask yourself this: Think of the wealthiest market-timer you know? Think long - there is not one. There are also no market-timers on Forbes 400....and there never has been. Stay focused and be patient with your planning processes.
    14 min
  • dont-look-now
    Data are improving, jobs are solid, personal income rising, mountains of cash in the bank and we are in the midst of the early stages of the latest earnings season. By the end of Q3 data, we will have round-tripped most of the energy collapse and bad comps. Hinting that earnings projections are increasing. Soon, 2016 will be forgotten and 2017-2018 will be the focus - and they are rising. So is the GDPNow data.
    20 min
  • no-mans-land
    Here we are - new highs. And almost no celebration. I think I saw two headlines. This is good news for long-term investors as fear remains deep-seeded. The longer that lasts, the healthier the markets can remain. No man's land - new highs - just like 1982 all over again.
    15 min
  • a-slow-jog
    One would think that all-time highs would have rung in an enormous number of bulls. Indeed, that could not be farther from the case. Data show we now have 37 weeks in a row - and 70 out of last 71 weeks - showing lower bullish readings than normal. This registering at all-time new highs. Stunning.
    13 min
  • the-real-surprise
    Even as the masses crawl from one headline problem to the next, the real surprise is the markets are setting up to reach all-time highs far sooner than most recognize. Even in this near two year "waiting period" or lunch stop as we like to call it - the earnings from companies have fallen just 2.7% from their peak. This is after the complete collapse of the earnings from the entire energy sector. Upside remains the surprise.
    13 min
  • the-cleanup
    All the angst over Brexit and it has served as nothing more than another opportunity to take advantage of panic - or in this case "Branic." The dust will settle and the odds are high that years from now we will witness this as something different - another opportunity to improve when most thought it would be bad.
    16 min
  • improving-links-in-the-chain
    While too many fret over every element in the news, data are improving on several fronts for the US. It seems pretty consistent - when other regions of the world get shaky--the US economy picks up the slack.
    15 min
  • more-haze-ahead
    In this episode we simply remind everyone that the "angst" (wasted) over Brexit will surely last for awhile, or until the media can find a new monster to tout. This one will serve us better in the US after all the dust has settled. Until then, stay focused on the Barbell Economy - it's working. And the summer haze has a bit more to go so let's stay patient. Listen in and let us know what you think.
    24 min
  • half-done-already
    Hard to believe but the second quarter has come to a close and half of 2016 is already behind us. Let's take it as a lesson: stop wasting time following the news, the media hype and the wasted-energy noise. Thinking in terms of lack has been a losing bet for decades. Bearish chatter is just that - chatter. Yes, there are tough parts of the pathway but the pathway is up a mountain over time. Don't waste another moment thinking in lack formation. Instead look at history and realize the abundance that awaits us here in the US. The Barbell Economy is real...stay focused on it, connect with it and ride the wave of massive change and upside ahead as Generation Y takes the baton - and drives us to places we cannot even imagine right now.
    14 min
  • whats-next-happy-4th
    As we all prep for a long weekend break which typically markets the middle of summer for kids out of school, the markets have almost completely recovered from the latest media-driven Armageddon: Brexit. At the end of the day, we expect more of the same: wasted fears, overblown risks, finely-defined ignorance and agreements in the EU which accomplish little and improve even less. Meanwhile, the US continues to strengthen while too many focus on yet another media darling. Stop acting like a moth to a flame. After all, we should know by now what usually happens to the moth.
    18 min

About Investor Insights

From the publisher's feed

An overview on thoughts and lessons we have gleaned from 30+ years of helping clients from all over the globe meet their wealth-building goals.