ThE fOur YeAr cyCle iS dEAd
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If you've enjoyed this Bitcoin Journey over the past 8 years, appreciate a Retweet and sharing on other forums. Thanks,.
This 30-min workshop by the creator of Claude Code will teach you more about vibe-coding than 100 YouTube video guides.
Bookmark it & give it 30 minutes today. This video will change the way you use Claude forever.
Healthcare (XLV) Versus S&P 500 (SPY) is at a 24 year LOW. If you think Healthcare is not going away, this could be a generational buying opportunity
Are we currently at a turning point in the long-term debt cycle? And if we are, what does that mean for our collective future?
I dive into this perspective in my new book, How Countries Go Broke.
#principles#howcountriesgobroke#economics#debt
Will be going underweight equities (first time in 28months) in the position portfolio on another week or two of upside. Can’t ignore my strategy when it flashes, right or wrong.
Day 20 (of 40) for #Stocks, at the mid-cycle point. Good buildup in preparation for the weekly Cycle advance. This is just the 1st Daily Cycle in a bull trend. Favorable position.
7 Micro-habits that improve your health
1. The one hour rule
2. Nasal breathing
3. Post meal walks
4. Read food labels
5. Avoid danger areas
6. Go to bed a little hungry
7. The high performance water system
Small changes can lead to big results.
Given that the US markets are currently overextended and seasonally weak period of Late July to Aug is expected, investors have asked me if they should sell their stocks that have run up significantly to take profit before the inevitable pullback.
Generally, it is best not to try to time the markets (as it is impossible to do so with any consistent certainty). It is best to stay invested in high quality stocks through the ups and downs. More often than not when an investor tries to sell high and buy back lower later, they may end up seeing the high quality stock continue to compound without them. Many a times, an investor sells high and it keeps going higher and even when it eventually retraces , it retraces above their exit point. There are also many a times when an investor sells high but before they can a chance to buy it back, it rebounds back to above their exit point. Over the years, I have found that would have made a lot more money if I just stayed in the markets. Time in the markets is more important than trying to time the markets.
However, there are some instances where it would be prudent for an investor to sell SOME stock and raise cash
1) If the investor is on margin, At these current price levels (and where rates are at), I would NOT want to be on any kind of margin. Investors on margin should sell enough stocks to reduce their leverage to zero
2) If the investor needs to raise cash for personal needs, this would be a good time to start scaling out some positions in tranches
3) If there are stocks being held that are way overvalued (by more than 100% above intrinsic value) and the investor could sell to swap into an EQUALLY strong business that is more attractively valued.
4) If the investor has no ability to inject additional funds into their account (e..g retiree with no income), then they may also consider selling some stock to raise cash to 5%+ of the portfolio value. …this cash can then be used to take advantage of stocks when they get more discounted in the next few months. For investors who regularly inject new funds into their account from their annual savings, there is less need to do so.
20 workout mistakes I made in my 20's that I'm avoiding in my 40's:
1. Ego lifting. No one cares how much weight you lift in the gym more than you do. Use proper form & stop lifting weights to impress others you don't care about.
Key Events This Week (Happy Fed Week!):
1. CB Consumer Confidence data - Tuesday
2. JOLTs Jobs data - Wednesday
3. Fed Interest Rate Decision - Wednesday
4. ISM Non-Manufacturing PMI data - Friday
5. April Jobs Report data - Friday
6. ~20% of S&P 500 companies report earnings
We have a massive week ahead of us.