Investor Insights

Since the tragedy of 9/11, the masses have redefined the term "bad". Almost everything is bad now. We have created a new addiction - to fear, stress and angst. If we have nothing to fret over - we find something - we create it if need be.

The security blanket of fear keeps us on an emotional DefCon 4 nearly 'round the clock.

The problem? We have created an Apocalypse Now turns into an Apocalypse Later environment.

Unhealthy indeed.

Listen in and let us know.

Almost immediately after the March Fed meeting, the FedHeads began speaking to talk up the next hawkish point of view. Why? They were worried about sounding too dovish in the March meeting statement. Huh?

What happened to the good ole' days where there was little transparency and they did not care. Investors were better because they worried about less.

Listen in and let us know!

In this episode we cover the idea that "news" immediately takes away the power of surprise. The more significant issues one would want to fret over in the markets would be surprises. Hence, by definition, we cannot plan for them. Thinking that something which has been covered for months (take your pick in the menu of fears) is somehow going to "surprise" the market is a waste of time - and often leads to dreadful errors in investment planning.

Look to left field we always say - and remember, not all surprises are bad ones.

Here we cover the very comical shift seen in recent days.

Recall that a few years ago, we were told that high oil prices were bad for us - and so was a weak dollar. We were told that China would rule the world as their economy overtook that of the US. We find ourselves in exactly the opposite spot today - and it is all bad for us again. Cheap oil - Bad. Strong dollar - Bad. Weak China - Bad.

Listen in for more laughs that trip up far too many investors in the long-run.

In this episode we cover the likely pause the markets are setting themselves up for in recent days. With the ECB letting guns blaze on their growth push, the markets have likely anticipated same for a bit now. As such, we should not be surprised to see another effort to test where this stabilization effort will really play out.

Even as the averages are making a strong effort to take back part of the ugly start of 2016, the internals remain damaged. This should not be feared but taken advantage of instead. Long-term investors can find value as others crank up fear levels again.

Listen in and see what you think.

In this episode we cover the old but true facts on media and markets. The news always follows price. Bad days are followed by realistic, believable and "correct" headlines. Likewise on good days. The public is left with the assumption that someone knows all these answers. Nothing could be further from the case. The end of the world has come and gone dozens of times since the '08/'09 Great Recession and market setbacks. Fear is deeply seeded.

Listen in and get a sense of what Warren tells us all often: "In the short-term, the market is a voting machine. In the long-term it is a weighing machine."

In this episode we cover the process of spin. The spin the media gives to any financial or economic news. When studied and seen from a larger point of view, one quickly recognizes the nature of spin.

It is when dynamically opposite reports produce the same reported - and dire - outcome, key focus being the latter.

It is all dire - it is all dark, it is all fear-driven.

Listen in and lets start taking advantage of the chaos.

In this episode we review how and why problems are often misunderstood and our reactions to same show too many get lost in the short-term maze forsaking an understanding of this: The problems we fear are the exact same economic hurdles which cause us to move forward when and as we solve them.

Listen in - and feel better.

In this episode we cover the bubble everyone has missed. It is the process of doomsaying which has been so far overdone we have lost track of ourselves in the gloom. And yet, in a world as afraid as investors were nearly 10,000 points ago on the DOW, we have never had as much wealth as we have today.

Listen in and make sure you do not get snookered into believing in the latest bubble!

Our very best days are ahead.

In this episode we have highlighted how far we have come in summer of 2008 when we were terrified of crude oil as it his $148/barrel. The experts were only so kind to tell us how bad that was for our collective future - and we prayed for lower prices - right?

Today we have what we wished for - and yet we are told to fear that as well. Foolishness indeed. Listen in and find out more about how the best days are still ahead.