Blog

"Are you going to evacuate?" 

“No,” she replied.

Monetary officials will soon begin rolling back quantitative easing programs. So, it is a good time for investors to survey the present landscape and review their positioning.

Investor cash levels are near an all-time low. Meanwhile, Warren Buffett is sitting on a record amount of cash. 

How much cash do you have on the sidelines? How much should you have? 

***

There is a deal people on Wall Street refer to as “The IPO.”

Saudi Aramco is scheduled to go public late next year. Some estimate the company’s value could be as high as $2 trillion. In case you’re wondering—that’s almost 5x Apple’s value.

The most successful businesses do what others find impossible. They produce something special which can’t be copied or sell at price points no one else can match.

For years, Amazon has steadily gained market share by doing the latter. How? Sacrificing margin.

A few years ago, a man gave a speech. He told the audience he never imagined that he’d someday be employed by “the argumentative young boy who grew up in my house, eating my food and using my name.” 

Are we witnessing Tech Bubble 2.0? A lot of people are comparing today’s market to the late 1990s, asking that question.

This video describes recent real estate trends. 

“I’m not going to say ‘no’ to an open runway and a thousand-horsepower car—I’m going to go 180.  

Then he tells me to slam on the brakes and take my hands off the wheel while I’m doing it. In a car I’ve never driven, in a place I’ve never been, going 180 miles-per-hour….