Investor Insights

Oh Boy....another Apocalypse Now. We suspect sooner rather than later, this woo shall turn into an Apocalypse Later. Markets are doing what they are supposed to do during panics: they are transferring stock from the hands of short-term speculators who are often too impatient into the hands of long-term investors building assets on the cheap. How many times do we need to see this before we get control of our emotions. Summer swoons are good in the long-run.

Yes, expect a second day of selling follow-through as the weekend heaped bad news onto all investors who were too busy at work to sell on Friday. We suspect this will be a second wave of sellers - once again overlooking the main driver of the US economy for the next 30-40 years. The good news? It is nothing at all to do with Brexit.

We are told when younger to count to 100 before we get angry or do something we might regret later. In a play on that topic, I have gotten to 168,477 in my counting as we wade through the wasted Brexit reactions and patiently suggest we look for opportunity in the hoped for summer swoon.

In this episode, we cover the reality of Brexit. Little will change - and much may get better. In any event, it will be years before it is done - hence the need to remain focused on Common Sense. History is fiulled with periods like we are dealing with noe - periods where too many sold first and asked quesitons later. Only to enter back into the markets at much higher prices when "the future was more clear." Trust us, the future is never clear.

But that is ok - it never has been before either.

The first real day of summer and here we are - bored stiff. Plenty to fret over with markets gyrating back and forth about the Fed hikes and Brexit. Those are the monsters of the day. They will pass - and soon be replaced by bigger, uglier more dangerous monsters - like always. Stay focused and don't get sucked into the constant flow of worry.

The funny thing about the future is that it is impossible to predict yet the masses are constantly listening and reacting to a myriad of predictions from experts who are consistently wrong. Not sure what is worse - listening in the first place or continuing to listen after such a horrible record. Listen in here and let us know what you think.

As a play on words we blended Britain and wasted and got Brasted energy. The day of voting was setting up everyone for the results. People the world over were on pins and needles - for what? Something which falls under the "this too shall pas" category no matter the outcome.

So they did it! Brexit is real - or so we think. It will take years to actually be implemented. In this episode we cover the one issue you do not want to succumb to is panic. We have been through much worse - and all turned out fine. Stay patient.

It's summer. We have seen this movie before. Low volumes, more chop, louder news headlines to get your attention. There are some things worth paying attention to - so let's focus on those issues instead of all the negatives.

Grab some popcorn and remember this: Fear drives your attention, people drive markets.

Listen in and let us know what you think.

Along with being the previous largest generation of all time to hit the US economy, the Boomers also created more wealth than any other generation of our time. That wealth shift - along with the surging impact of Generation Y - the new largest generation to every hit our economy - is set to make for significant surprises ahead. Listen in and let us know what you think.