08-AUGUST 19-2021

Summer Fun_69Good morning.
The past year has seen the rise of corporations accepting payment in Bitcoin, as well as the allocation of some of their cash and capital to Bitcoin.  The reasons?  The potential for inflation to erode the value of the dollar, and Bitcoin’s historical returns (even after looking past its daily volatility).
Now, one company is going even further.  Palantir Technologies (PLTR) has announced that it’s placed $51 million of its cash hoard into… gold.  And, more interestingly, clients who want to pay in gold can now do so.  The company, which announced in May that it accepts Bitcoin, cites the potential for a “black swan” event.  Add in the latest developments regarding the gold holdings of Afghanistan, and it seems like the world is taking a closer look at this asset, which has underperformed heavily in the past year.

Now here’s the rest of the news:

The End of the Gold Standard and Fifty Years of Monetary Insanity –Daniel Lacalle
Thus began the era of a global debt-fueled economy.  Since then, crises are more frequent but also shorter and always “solved” with more debt and more money printing… [Read Here]

August 19, 2020

Summer Fun_59Good morning.
The S&P 500 achieved a milestone by testing a new all-time high on Tuesday.  While the fact we’re here is remarkable, the achievement appears somewhat hollow with the economy in recession and earnings having declined over 30% last quarter.
The lesson of “don’t fight the Fed” is certainly alive and well, but how long will asset purchases and a weakening U.S. dollar continue to drive the market higher?

Now here’s the rest of the news:

Buffett Is Right: It’s a ‘Long-Term Investors Only’ Market
A few months ago, Wendy’s ran out of hamburgers…
The world is running out of small gold coins and bars…
Yet stocks are up more than 50% from their March lows.  Caution does not necessarily mean that you have to stay out of the markets today…
Although the federal government named U.S. meat-processing facilities “essential businesses” during the COVID-19 pandemic, many chose to close up shop or reduce operations to protect their employees.  Only recently have they begun to reopen.
Workers at these factories labor in tight quarter, making social distancing impossible.  At least 16,000 industry workers had contracted COVID-19 by the end of May.  It’s a similar story with metal refiners… slowly these industries are getting back on track.

Gold currently at $2,005.73, silver at $27.89
(Inflation Is Actually a Lot Higher Than You Think)

August 19, 2019

What are your habits?

Zig Ziglar says, “Each failure brings you one step closer to success.”

Having said that, if you hit a rough patch, don’t worry… don’t worry.  Just like we’ve talked about before, start where you are, and take one step at a time — focus on ONE THING at a time. Instead of trying to revamp your whole life, try giving up just one thing, one “bad habit”.

Better yet, focus on adding one new “healthy habit”.  Speaking of which, here are three examples of healthy habits that can literally change your life.

Work or PlayExercise.  This is a no-brainer.  Exercise is not just good — it’s GREAT — for basically everything!  Unfortunately, many people associate exercise solely as a tool for weight loss, and while it effectively helps w/ weight management, exercise also improves mood, protects against a laundry list of chronic diseases, improves quality of life, and the list goes on.  If you are not already exercising daily, don’t worry about “how much” … just get moving.  Start by committing at least 10 minutes a day — you can even split up your exercise, as an example, take a quick walk around the block.  Every bit counts!

Cut back on TV time.  Not too many people will tell you that watching TV is healthy, and more and more research has begun validating what we already “knew”.  Watching TV is not just potentially bad for your eyes, it can disrupt circadian rhythms, increase the risk of diabetes, and increase the risk of mortality.  Watching TV is often associated with other “bad” habits (like eating junk food and being sedentary).  Instead, consider spending that time having a conversation with your partner, writing a thank you note, journaling, meditating, reading a book, or kill two birds with one stone, and exercise.

Overland Park Outdoor Activities

Go outside.  Spending time outdoors is one of the best things you can do for your health, mood, and productivity.  One recent study showed that spending time outdoors can boost energy levels, ward of feelings of fatigue, and boost feelings of wellbeing.  Getting out in the sunshine in the early part of the day (before noon) can also help set circadian rhythms and improve sleep quality.  Then there’s the stress management and creativity benefits.  The list goes on.  Focus on spending some time outdoors each day, the fresh air will do you good!

If you’re up for the challenge, choose ONE of these healthy habits and focus on doing it daily for a week.  Don’t worry about anything else.  You’ll be surprised how quickly you adopt this new habit … and then you can move onto the next one!

Little Things Add Up…  😉

IMG_0712
Come From Aways, Do You?

More Posts

01-JANUARY 26-2022

Good morning. In spite of 7 percent inflation rates right now, consumers are continuing to spend.  While their overall confidence has dropped, the actual spending itself shows that the economy, largely dominated by such spending, is likely to continue moving higher this year. If inflation rates start to decline in the coming months, the market could be setting up for a solid return as the current fears abate.  Given the latest data showing that consumers continue to be interested in buying homes, automobiles, and appliances this year, even a small change higher in interest rates will unlikely derail the economy’s

01-JANUARY 25-2022

Good morning. On Friday, the stock market broke its 200-day moving average lower for the first time since July 2020.  Stocks are looking at oversold levels going into the weekend, with many names down much further than the overall stock market index.  But yesterday’s wild trading saw a massive drop reverse into a gain at the close. This reversal could be a sign of capitulation by sellers, and that the worst of the current decline is over.  With leveraged traders already wiped out, and plenty of cash from retail and institutional investors on the sidelines, the market could see a

01-JANUARY 24-2022

Good morning. Markets had $3.3 trillion reasons to be volatile last week.  That was based on the notational value of options expiring on Friday.  That included $1.3 trillion for individual stock positions alone, the second-highest on record.  Traders repositioning those trades ahead of expiration last week may have contributed to the big selloff, which finally started reversing on Friday as Treasury yields started coming back down. Given the growth of options trading, this phenomenon of added volatility into options expiration weeks may continue for the foreseeable future.  While February’s contracts are far lower in value, the next big hump will

01-JANUARY 23-2022

Today! January 23, 2021 “Creativity is an action, not a feeling.  Your work is too important to be left to how you feel today.”  –Seth Godin Power Thought That Raises Awareness Whenever we’re talking about personal transformation — whether it’s physical (lose weight), financial (get out of debt), mental (overcome anxiety), spiritual, relational (repair a broken relationship), etc. — what we’re really talking about is change.  And for most, that can be scary.  In fact, many people don’t even entertain the idea of change until the pain of not changing becomes unbearable. In other words, you have to be ready and willing

01-JANUARY 22-2022

Today! January 22, 2021 Good morning. The trade war.  The pandemic.  The election.  All the big catalysts that can move markets up or down are now off the table.  So what’s next?  Until a new catalyst emerges, expect markets to drift. With markets in a long-term uptrend, the drift will likely be higher.  Individual names can still have some big news on corporate announcements and earnings reports.  And look for potential catalysts that could provide the market’s next big move, whether higher (stimulus) or lower (war, pandemic, today’s high valuations). Now here’s the rest of the news: A “Cash Panic”

01-JANUARY 21-2022

Good morning. Fears of rising inflation are likely to peak this year.  That’s good news.  And with news that major spending bills would be broken up, the likelihood of further fiscal stimulus to drive inflation higher is also likely to help there. In other areas, however, the economy is showing signs of a slowdown.  Jobless claims have risen to a three-month high.  Home sales have slowed after a massive boom in the past 18 months.  And now, expectations are that the trans-Pacific cargo trade are now rising to a three month wait time on average.  With a longer wait time

01-JANUARY 20-2022

Good morning. While the stock market has largely been focused on rising interest rates in the past few weeks, the start to earnings season this week has been subdued.  Many of the big banks have started to report numbers.  And banks should be faring well even with higher rates of inflation going on right now. However, bank earnings have overall been lacklustre, as many banks have reported trading losses that have offset the gains made from a big year for mergers and IPOs. If bank earnings aren’t enough to get the markets excited and moving higher, chances are we’re in

Like this article?

Share on facebook
Share on Facebook
Share on twitter
Share on Twitter
Share on linkedin
Share on Linkdin
Share on pinterest
Share on Pinterest

Leave a comment

Send Us A Message