In today's show, we assemble the mastermind group to talk about four new stock ideas at the start of 2018. As usual, the group digs into each idea and provides counter-arguments and conclusions on the intrinsic value of each business.
Recorded | 3 February 2018
On today's show we talk to accomplished author and hedgefund owner Dr. Wesley Gray. Dr. Gray is a renown quant investors that uses extensive research in backtesting to impliment a momentum and value based approach to investing. On today's show, we talk to him about the finer details of how he impliments the approach.
Recorded | 27 January 2018
On today's show we talk to renown investment blogger, Shane Parrish. Shane is a Buffett style investor that reads and studies everything about the markets. On today's show we talk to Shane about learning and optimizing one's life. He also discusses his opinions on the difference between Ray Dalio and Warren Buffett's investing approach.
Today's infographic provides clues as to how game-changing unicorns have been built in the past. While it’s certainly not a prescription for future success, it improves your chances of beating the odds.
Like other things in this world, the amount of freedom that people have ebbs and flows with time. Right now, we’re in one of those ruts, and global freedom has consecutively declined for a 12 year period.
The amount of gold mined in a year is only about 1.5% of the total existing stock of gold, which is why changes in gold production have almost no effect on the gold price. It is also why changes in the cost of mining gold do not affect the gold price.
In January 2017, the CPI rose 0.5% on the month. The January 2018 CPI is expected to have risen by 0.3%. This is why despite the rise in prices, the year-over-year pace is expected to slow to 1.9% from 2.1%. It would be the first reading below 2.0% since last August.
It was a rough week for investors in stocks and stocks of all kinds. The S&P 500 lost 5%. Emerging Markets also lost 5%. Gold Stocks, which had weakened before the broader equity market have been hit hard.
While a plethora of news over China’s cryptocurrency industry has generated a rather bleak public perception, local associations seem intent to circumvent current obstacles put in place by the government.
The story of volatility has been overplayed the past week but this has as much to do about the general lack of volatility since the market lows of 2009. February has the potential—although there is plenty of time left to change this—of marking a shift towards a period of high volatility comparable to that of 2008.