M2 Stewardship Group

Stewardship: Prudent mgt. of assets entrusted to one's care. Investment Advisory & Retirement Plan Consulting: @mark__mac. Research: @EASI_invest Luke 16:10

[M2 Stewardship Group @M2_Financial]

A big investing mistake (fear/greed bias): assuming a stock that has gone up quickly, will soon go down. A stock that has gone down quickly, will soon go up. Macro conditions matter, but over longer periods, the opposite actually occurs.

[Capital-FORCE ETF @CapForceETF]

Implementing CAN SLIM through ETFs means our “edge” lives in how you select, combine, and manage ETFs that systematically capture O’Neil-style leadership, while our investing philosophy framework governs the risk, discipline, and communication around those choices.

https://t.co/qqRHj1H2e8

[Capital-FORCE ETF @CapForceETF]

Financial advisors can use William O’Neil’s 7–8% sell rule to move clients away from the vague slogan “buy low, sell high” toward a clear, behavior-focused discipline.

https://t.co/FotEyYEklD

[M2 Stewardship Group @M2_Financial]

@saxena_puru @victor_spath A stock's volatility results from various dynamics.
eg:
Macro market
Declining share count
Volume
Institutional ownership (less turnover)
Industry geopolitical exposure changes

But, it's all noise if the business is robust, management is focuses and has information for edge.

[M2 Stewardship Group @M2_Financial]

@MomAngtrades Healthcare is by far the biggest budget item that 99% of people never apply any financial scrutiny.

Putting healthcare and its cost under your own control is not just physically better, it is financially rewarding if managed/navigated wisely with tools available.

[M2 Stewardship Group @M2_Financial]

@philrosenn @BobEUnlimited As Druckenmiller says (paraphrase); separation happens when I know I'm onto a 55%er and go heavy.
Most say losing less is the key, but gaining more is the superpower.
Wealth is created by concentrated positions. It is maintained by diversification and managing losses.

[M2 Stewardship Group @M2_Financial]

@McClellanOsc Interesting insight.

[M2 Stewardship Group @M2_Financial]

@Phatinfantry Will largely depend on how quickly Materials leave the IBD50. Rotation is happening already, as $GLD and $SLV are bending... Clearly the reason for great recent performance may become the reason for not so great.

[M2 Stewardship Group @M2_Financial]

@JonahLupton Risk management inputs relative controls for periods of drawdown, it doesn’t eliminate it.

[M2 Stewardship Group @M2_Financial]

@JonahLupton Capitalism works long term because it allows volatility. Periods of loss/drawdown are, by definition, necessary for superior returns over time.
Drastically eliminating periods of negative results, comes at the heavy price of capping positive results.
Few understand this.

[M2 Financial LLC @EASI_invest]

Important reorg proxy for $FFTY / $BOUT;
Capital-Force to invigorate both IBD branded ETF.
→Investing Greatness

Stay updated: https://t.co/79rKylyqF7

@RoyLMattox @JonahLupton @alphacharts @LeifSoreide @StonkChris @JoachimMo1985 @ConnorJBates_ @followthroughd1 @OleosCapital

[M2 Stewardship Group @M2_Financial]

@PeterLBrandt Hey Siri, what is a visual of an index breakout pattern?

[M2 Stewardship Group @M2_Financial]

@patientinvestor The Starting Point P/E warning is more of an argument against buying the Index at elevated valuation than a reasonable "don't buy stocks" at all. Howard states he's buying bonds. It's more an argument for non-passive by default, or looking somewhere other than only SPY/QQQ.

[M2 Stewardship Group @M2_Financial]

@patientinvestor Mr. Marks is brilliant, a great listen.
But, Market of stocks is not the stock market (index). Reality, many great stocks are "expensive" their entire premier return years. $MNST #1 stock last 25 yrs has never traded below market P/E. https://t.co/W73RA5hLPV

[M2 Stewardship Group @M2_Financial]

@commonsenseplay H. Marks is a great mind/investor.
His rational approach, stemming from significant experience, is refreshing.
A perspective; the "golden era" of market-cap overweight mega-cap bias Index is behind. Current S&P500 23xPE not whole story. All Stocks v Bonds v Alts is not as linear.

[M2 Stewardship Group @M2_Financial]

@TheCompoundNews @awealthofcs @michaelbatnick Good convo. Gold works, because gold works. The enigma of it is, ironically, it's compelling reason.
Now do Silver. That one seems to have a bit more tangibility use. But the 1M chart is bonkers. There is no business leverage available.

[M2 Stewardship Group @M2_Financial]

@Mr_Derivatives The speed that news/data and price discounts known quantities ebbs and flows, often based on the emotion and narrative of the broader media. Risk once realized is non longer risk. New “risk” will come, but known risk is now opportunity.

[M2 Stewardship Group @M2_Financial]

@callieabost This is a great stat relating to the detrimental effect of emotion (fear/greed). Obsessing over big moves is a waste of time. Markets are often statistically healthiest at ATH.

See pinned tweet.

[Kevin Dahlstrom @Camp4]

In my 32 years in business, I’ve watched dozens of people get rich.

I can’t think of a single case where it made someone a better person. But I can think of many where it sent them off the rails.

The reason is simple:

Money can only solve money problems. And it turns out that most of our problems aren’t money problems.

Don’t get me wrong—being rich makes life a lot easier. But...

Money tends to magnify non-money problems, creating temptation and bringing out our worst tendencies.

It shows up as:

— Picking up unhealthy habits
— Becoming more greedy & materialistic
— “Big-timing” people you’ve known for years
— Losing sight of what really matters
— Overcompensating for old insecurities
— Getting divorced & abandoning children

It’s the paradox of money: we believe that winning the proverbial lottery will bring out our best self—kinder, more generous, free from worry. But all wealth really does is amplify who we already are—flaws and all.

There’s nothing wrong with making a pile of money. Just remember: wherever you go, there you are.

Money won’t fix what’s broken—it just turns up the volume.

PS: If you enjoyed this post would you like, comment, and repost for the algorithm? Also, sign up for my email list for deeper cuts (link in bio @camp4).

[M2 Stewardship Group @M2_Financial]

@Mark_A_Sadler @Tech_Investor20 This rally shows institutional buying, particularly after recent earnings report. Strong volume on days following gap ups.
Institutions don’t trade quickly out of a position that may take many days to build.

[M2 Stewardship Group @M2_Financial]

@BoujeeFinances @amitisinvesting Short $HIMS is not a beta hedge. It doesn’t make sense as pairs-trade constituent. Screening outlier moves could alert. But its valuation metrics, while high, not screaming crazy. Many times shorts are simply bets/guesses hoping to see reversion occur.
See pinned tweet.