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A Time of Transition

Think of a time when you worked through major transition in your life. For example, maybe it was the end of a relationship; a deep loss; changing your career; starting a family; or relocating for work. Generally during times of meaningful transition there is a period of adjustment and uncertainty. And sometimes, the change will come with volatility. From mine, it’s possible the market’s wild behavior this week is representative of one in transition. However, it’s still early. Volatility in stock markets are typically associated with meaningful turning points… this posts explore more about what’s happening below the surface; and why I think the 20-year era of cheap money is drawing to an end.

Fear & Greed

Wall St. is driven by just two emotions: fear and greed. Pending on the degree to which you succumb to these emotions – it will have a profound impact on your bottom line. All too often, most investors will do two things: (i) buy when there is market greed; and (ii) sell when there is fear. It’s the opposite of what you should do. However, this is something you need to master if you are to be successful in the game of asset speculation.

Lesson: Don’t Try and Pick ‘Tops or Bottoms’

Everyone makes mistakes. In fact, I love ‘collecting’ mistakes – whether they are my own or from someone else. It’s the only way I learn. This post shares two ‘mistakes’ from a popular media personality. His name is Jim Cramer who hosts a show called “Mad Money”. Earlier this week he said “the bottom is in for CrowdStrike”. Big call given recent events. Fast forward a few days and the stock is 16% lower than when Jim called the bottom. So what can we learn from this?

So Maybe Valuations Matter?

When I made the difficult decision to reduce my exposure to large-cap tech earlier this year – I wasn’t sure how things would pan out. In the short-term – I looked foolish. These stocks surged higher without me. However, since then, large-cap tech is trading lower than when I sold it (on average). But is this a dip you should buy? I don’t think so – not just yet. The broader index is only 6% off its all-time high. That’s nothing in the larger scheme of things. I’m choosing to remain a little more patient – where I think the index could correct somewhere in the realm to 10-12%.

For a full list of posts from 2017…