Investor Insights

Almost immediately after the March Fed meeting, the FedHeads began speaking to talk up the next hawkish point of view. Why? They were worried about sounding too dovish in the March meeting statement. Huh? What happened to the good ole' days where there was little transparency and they did not care. Investors were better because they worried about less. Listen in and let us know!

Since the tragedy of 9/11, the masses have redefined the term "bad". Almost everything is bad now. We have created a new addiction - to fear, stress and angst. If we have nothing to fret over - we find something - we create it if need be. The security blanket of fear keeps us on an emotional DefCon 4 nearly 'round the clock. The problem? We have created an Apocalypse Now turns into an Apocalypse Later environment. Unhealthy indeed. Listen in and let us know.

Too many are fretting over this massive movement over the last few years of public companies borrowing money in the bond market in order to buyback shares. The pessimists say it is rigging earnings. Not. If you are a CFO and you do not create an engineered plan to take advantage of fear in the bond market keeping rates historically low and hatred for stocks keeping shares undervalued - you will find yourself fired. There is a better outcome - and it is a process which has unfolded for decades, through all economic cycles. Listen in and let us know.

In this episode we cover the likely pause the markets are setting themselves up for in recent days. With the ECB letting guns blaze on their growth push, the markets have likely anticipated same for a bit now. As such, we should not be surprised to see another effort to test where this stabilization effort will really play out. Even as the averages are making a strong effort to take back part of the ugly start of 2016, the internals remain damaged. This should not be feared but taken advantage of instead. Long-term investors can find value as others crank up fear levels again. Listen in and see what you think.

Here we cover the very comical shift seen in recent days. Recall that a few years ago, we were told that high oil prices were bad for us - and so was a weak dollar. We were told that China would rule the world as their economy overtook that of the US. We find ourselves in exactly the opposite spot today - and it is all bad for us again. Cheap oil - Bad. Strong dollar - Bad. Weak China - Bad. Listen in for more laughs that trip up far too many investors in the long-run.

In this episode we cover the old but true facts on media and markets. The news always follows price. Bad days are followed by realistic, believable and "correct" headlines. Likewise on good days. The public is left with the assumption that someone knows all these answers. Nothing could be further from the case. The end of the world has come and gone dozens of times since the '08/'09 Great Recession and market setbacks. Fear is deeply seeded. Listen in and get a sense of what Warren tells us all often: "In the short-term, the market is a voting machine. In the long-term it is a weighing machine."

In this episode we cover the process of spin. The spin the media gives to any financial or economic news. When studied and seen from a larger point of view, one quickly recognizes the nature of spin. It is when dynamically opposite reports produce the same reported - and dire - outcome, key focus being the latter. It is all dire - it is all dark, it is all fear-driven. Listen in and lets start taking advantage of the chaos.

In this episode we review how and why problems are often misunderstood and our reactions to same show too many get lost in the short-term maze forsaking an understanding of this: The problems we fear are the exact same economic hurdles which cause us to move forward when and as we solve them. Listen in - and feel better.

In this episode we cover the bubble everyone has missed. It is the process of doomsaying which has been so far overdone we have lost track of ourselves in the gloom. And yet, in a world as afraid as investors were nearly 10,000 points ago on the DOW, we have never had as much wealth as we have today. Listen in and make sure you do not get snookered into believing in the latest bubble! Our very best days are ahead.

In this episode we have highlighted how far we have come in summer of 2008 when we were terrified of crude oil as it his $148/barrel. The experts were only so kind to tell us how bad that was for our collective future - and we prayed for lower prices - right? Today we have what we wished for - and yet we are told to fear that as well. Foolishness indeed. Listen in and find out more about how the best days are still ahead.

We have spent years being afraid since the '08/'09 global financial setbacks. Our fears are collectively evident with over $8 Trillion now in the bank. There is more ini this episode to give you a sense of what value has been created in the fear.

Windows of corrective market action always feel pretty tough. In this episode we walk you through those emotions and just how costly they can become over time. This hidden costs of fear can be surprising.

Along with all the fear, this resting bull market has no more bulls. In this episode we talk about how sentiment is down on all fronts. Down to levels now seen in years. What has it meant during those other historical times matching todays readings? It has meant a lot for long-term investors. Listen in.

The last signs of a corrective window in time usually begin showing themselves when everyone decides to be a market-timer. "I can sell now, stop the pain and buy back cheaper" is the theory. One problem? It never happens. Listen in to find out why.

In this episode we take the listener back in time and permit a review of fearful times - allowing one to see what the cost of fear really becomes over time.

In this episode we cover the aspects of emotions, markets and headlines in order to help the listener understand that it is never the big stuff that we all know about which catches us by surprise...it is the out of left field event which trips us all up. Remember Black Swans are unknown events. Speaking of them repeatedly negates the Black Swan fears.

In this episode we thought we would play a joke on ourselves and live a projected experience about the news headlines 5 years from now. Join us for some fun.

In this episode we review how history teaches us that what we think is obvious in markets, tends to be so for just a fleeting moment in time. Knowing this is advance can be helpful in side-stepping times when so many others suffer through knee-jerk reactions and their consequences.

This episode covers the age old practice of predicting the end of the world. It has been practiced for thousands of years. The good news? It has not happened yet.

Let's make sure we are not surprised by tomorrow's headlines. We can almost bet what they will be!