“Why would you put money behind your second best idea”It’s an awesome sound bite and an incredibly compelling thesis when it’s coming from someone who “made it” by doing just that. (Aka Jez)The problem is a good chunk of CT is indistinguishable from a lukewarm piece of broccoli on a brain-activity basis and their “best idea” is a terrible idea…so full porting a single idea is basically just ensuring you zero outNewsy (@NewsyJohnson):the jez interview with threadguy one shotted half of ctNewsy Johnson ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial ."Young people are using ChatGPT to write their applications; HR is using AI to read them; no one is getting hired."Analyst’s Disclosure:I/we have a beneficial long position in the shares of ODFL, UNP either through stock ownership, options, or other derivatives. I wrote this art ...

Alberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of any investor, whether they are dividend investors or interested in a value proposition or growth opportunity.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the c ...

So many of the top people in this business give up so easily on the best investments that it's a marvel anyone makes money in stocks. They're way too eager to capitulate. That's how I feel about two of my absolute favorite stocks, Nvidia and Apple.Both of which exploded higher today on tremendous news. power on market that looks so at the opening but then turned around in spectacular fashion with the Dow advancing 66 points doesn't be climbing 444% and the Nasdaq gaining 70%. I want to spend some time on th ...

Group 1 - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] - Invesco provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] Group 2 - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - The company operates various investment products, including Unit Investment Trusts, which are distributed by Invesco Capital Markets, Inc. [1] - PowerShares is a registered trademark of Invesco PowerShares Capital Management LLC, indicating the firm's branding in the investment management space [1]

Core Viewpoint - Gold prices are experiencing a significant rally, nearing $3,800 per ounce, driven by strong demand and economic uncertainty, with potential for further increases as institutional investors remain cautious [1][3]. Demand and Market Sentiment - A recent Bank of America Global Fund Manager Survey indicates that 39% of fund managers have no allocation to gold, down from 47% in August, highlighting untapped investment potential [2][3]. - Robust physical demand is noted, particularly from China, which imported 104 tonnes of non-monetary gold in July, exceeding the five-year average [3]. - Anticipated demand in India is expected to rise with the festival season, providing additional support for gold prices [4]. Price Projections and Investment Strategies - Market experts predict gold prices could reach $4,000 per ounce, with notable shifts in investment strategies, including Morgan Stanley's revision of the "60/40" portfolio to include gold [5][6]. - Gold spot prices rose 1.07% to approximately $3,724.39 per ounce, with a 23.13% increase over the last six months and a 41.99% increase over the past year [7]. ETF Performance - Several gold ETFs have shown strong year-to-date and one-year performance, with Franklin Responsibly Sourced Gold ETF FGDL at 38.74% YTD and 40.01% over one year, while Goldman Sachs Physical Gold ETF AAAU is at 38.40% YTD and 40.05% over one year [8][9]. - Gold miner ETFs have also performed well, with VanEck Gold Miners ETF GDX up 104.75% YTD and 79.42% over one year [9].

Investment Rating - The report indicates a neutral investment rating with the BofA Bull & Bear Indicator at 6.0, suggesting a balanced market sentiment [54][56]. Core Insights - The report highlights significant inflows into equities, with $68.4 billion directed towards stocks, marking the largest inflow since December 2024 [13][32]. - The report notes a substantial increase in US household equity wealth, which has risen by $6 trillion year-to-date, contributing to asset price inflation [4][23]. - The report discusses the implications of US monetary policy, including rate cuts and their effects on various asset classes, particularly small-cap stocks and REITs [2][3]. Summary by Sections Market Performance - Year-to-date performance shows gold at 35.4%, bitcoin at 17.2%, and stocks at 14.3%, while commodities and cash lag behind at 4.5% and 2.9% respectively [1]. - Small-cap stocks in the US have increased by 8% year-to-date, while small-cap stocks in China have surged by 51% [2]. Asset Flows - Weekly flows indicate $68.4 billion into stocks, $14.3 billion into bonds, and $3.8 billion into crypto, with a notable outflow of $4.8 billion from cash [13][32]. - Cumulative year-to-date flows show significant inflows into equities, particularly in ETFs, which have seen $799.9 billion, representing 6.5% of total assets under management [32]. Economic Indicators - The report emphasizes the correlation between asset price inflation and consumer price inflation, with a focus on the political risks associated with inflation ahead of the 2026 midterms [4]. - The report also notes that the US dollar is expected to remain in a bearish trend, while international stocks are projected to perform positively [3][4]. Investment Strategies - The report suggests that the best equity trade for growth is to focus on long bond-sensitive sectors, including small-cap stocks, REITs, and biotech [2][3]. - It also discusses the historical context of market bubbles and the potential for further gains in the current market environment, particularly in tech stocks [19][20].

always better to double down on the winners than to spend that time trying to salvage the losers ...

Why This Billionaire Doesn’t Own A Single Stock Or Bond https://t.co/DK5un9iaRU https://t.co/ZhTWh7JhLA ...

If your “strategy” only works in a bull market…It’s not a strategy. It’s a lucky guess. ...