Truly, there is a difference between professional analyst opinion and seasoned professional portfolio management. Guidance is rarely as powerful as calling the real shots.
Why is it so hard to find good investment performance in 2026?
#1: Incentives flipped.Managers are paid on assets, not outperformance.
$10B at 0.6% = $60M revenue—even if they just match the benchmark.Retention > Alpha.Who still gets paid for real beats?Thoughts?#Investing
@PeterSchiff@icarus_eve@CNBC If industry needs gold, then it has value, like rubber. It will never be the standard again, only supportive. Productivity is ramping fast. AI and BTC are beyond gold.
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Motorola Solutions ($MSI) eyeing $4.5B Silvus Tech buyout! Boosting public safety & defense comms. Big growth potential, but tariff risks loom. Fearless investors, is this a game-changer or a risky bet? #Investing#Tech#StockMarket
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@zerohedge Let's remember, the rating services are in with the previous disastrous leadership, for if their ratings were real, they would have been lower already, and headed up now. So much unreal crap.