Posts Tagged ‘Fundamental’
Don’t Buy on Hype
Posted on June 7th, 2012 by GWM
I have no idea what Facebook stock will do over the next 2 to 10 years. I hope it does great.
That being said, the above chart is the reason you don’t buy on hype or let your emotions lead your investment mind.
Be the smart money. Do your homework. Know why you buy a stock, under what conditions you’ll sell it, and be sure it’s part of a long term diversified strategy.
 … Read More
Defeating the Myth You Must Win on Every Trade
Posted on April 24th, 2012 by GWM
If you’ve been following my newsletters over the years, you know I believe in diversification and that one of the key ingredients to reaching your goals is to avoid catastrophic financial events.
It’s important to note, as the table above illustrates, that not every investment has to make money. Limiting the size and number of the losses is important, and if avoiding any kind of loss at any time is your strategy, then you’ll always be on the sidelines.
Risk management is key, and with… Read More
Find Your One Thing
Posted on February 22nd, 2012 by GWM
In the movie “City Slickers”, Curly is asked what the meaning of life is. He replies “One Thing”.
It’s my belief that your financial success is so much more than just investments. That’s why I named my company “Generosity Wealth Management” instead of “Generosity Investment Management”. I feel 80% of acquiring and preserving wealth is behavior, not chasing after the home run investment.
A colleague here at the office said “funny, the harder you work the luckier you seem to get”. I couldn’t agree more.
My video this week is about the… Read More
Unemployment Rate / Participation Rate
Posted on February 9th, 2012 by GWM
Unemployment decreased to 8.3%. Good.
Participation Rate of the work force at 30 year lows. Bad.
In my opinion, we’re at a time in history where there is a dramatic shift in the employment make-up, skills needed, globalization, etc.
This relatively short term (1 to 10 years) transition will not be without pain for many, but the market does eventually adjust.
 … Read More
How Bad Are Things? Corporate Profitability?
Posted on December 14th, 2011 by GWM
Worst recession since the Great Depression? Not really, although it’s not pleasant.
Unemployment is down. Good news? Yes, but not the whole picture.
Corporations profitable? You bet. They have lots of cash on their balance sheets, ready to expand and redeploy at the appropriate time.
These are just a few of the things I talk about in this week’s video. I include some nice graphs too, so be sure to click on the video to hear more!!!
TRANSCRIPT:
Hi there, Mike Brady with Generosity Wealth… Read More
Where Do We Go From Here?
Posted on September 16th, 2011 by GWM
I’ve had a relatively low position in stocks for clients for quite some time, but I’ve decided to lower it even further. I’m quite concerned about the correlation between Europe and the US, emotion/news driven volatility, and the uncertainty about what the Fed will do.
The risk just doesn’t warrant having as high a percentage as I’ve had.
On the flip side, profitability, efficiency, and cash balances have all been rising in the firms that comprise the S&P 500.
Is the return worth the risk?
Click on video to hear more.
TRANSCRIPT… Read More
Conviction, Humility, Knowledge
Posted on August 26th, 2011 by GWM
This video covers a range of thoughts
* Conviction — what do you believe in?
* Humility — the market doesn’t care what you think
* Knowledge — If you do action A, is B the outcome?
I hope you click on my video and watch–I try to make it the best 3 to 5 minutes of your week. Okay, maybe that’s stretching it, but worthwhile nonetheless.
TRANSCRIPT:
Hi there, Mike Brady with Generosity Wealth Management, and this week I’m going to talk about two or three different things, one… Read More
Another Troubling Rise in Money Demand?
Posted on August 26th, 2011 by GWM
For years pundits chastised Americans for not saving enough, but in the past few years savings rates have exploded from negative to positive 5%. An unintended consequence of that plus banks and companies building up their own cash on the balance sheets leads to the “velocity” of money to plummet.
Money needs to change hands in a vibrant society in the fair exchange of goods and services.
Unfortunately, a liquidity trap can occur and may be occurring now that does not bode well for the economy going… Read More
Should you Freak Out? – Part 2
Posted on August 8th, 2011 by GWM
Part 1 was 1.5 weeks ago. This is part 2, updated as of Monday morning.
It’s a particularly long video, but filled with my current thoughts
* What does the S&P downgrade mean?
* What should you have and not have in your portfolio?
* Should you move everything to cash?
* Is this emotional selling or fundamental?
I’m going to have 2 or 3 videos this week since so much is going on. One of the aspects of my job, in my opinion, is to over communicate with you as the adviser/client… Read More
China and US similarities before a crash – 2011 06 22
Posted on June 22nd, 2011 by GWM
I’ve been talking about the problems with the PIIGS (Portugal, Italy, Ireland, Greece, and Spain) for over a year now. Greece in particular has been very prominent in the news recently.
Has this been a slow train wreck? Yes. Has our investment markets continued to go up during that time frame? Yes. Will our markets continue to go up? That’s always the question, and a harder one to answer. One of the things I’m trying to do is guide you and my clients to that answer, knowing of course the future is unknown.
Anyway, this week I discuss… Read More
Buffett’s Favorite Valuation Metric
Posted on June 22nd, 2011 by GWM
I’m a big fan of Warren Buffett (as many of you know) as I admire his intellect, drive, and humility. There’s a reason he’s in the top 5 richest in the world.
Warren Buffett has a chart that he’s described as his favorite. It’s the total valuation of the stock market versus the Gross National Product of the US.
What is it telling us now? A = Stocks are modestly expensive.
Should you sell everything to cash? A = No. It does, however, tell us to… Read More
Quarter End Review / Preview
Posted on April 6th, 2011 by GWM
This week’s video is my 1st Quarter Review and my 2nd Quarter Preview.
The first quarter was good (yeah!), and I list the items I’ll be watching and thinking about for the 2nd quarter.
A must see video (if I do say so myself).
TRANSCRIPT:
Hi Clients and Friends, Mike Brady here. This is the first quarter review and second quarter pre-view for 2011.
Now, in general, the first quarter was a little bouncy in February, but overall a positive quarter; actually, a very strong and nice quarter. The indexes, which of course… Read More
Globalization and Japan
Posted on March 23rd, 2011 by GWM
Like it or not, globalization is here to stay. Japan, and the impact on supply chains throughout the world, is only going to reinforce the move towards a diverse, diffused world economy.
In the coming years, we’ll see an even greater push toward interrelatedness amongst countries, and each country’s businesses will rely on many countries for their materials. Diversification of supply is key.
Japan is going to recover and recover quickly.
TRANSCRIPT:
Hi Clients and Friends, Mike Brady here.
This week I want to talk about globalization. It’s here to stay and Japan… Read More
Ten Things Making Me Nervous
Posted on September 23rd, 2010 by GWM
If you look back at my 3rd Quarter Preview (here) I mentioned I forecast the 3rd quarter would be up. That’s proving to be a great move (if I do say so myself).
But what makes me nervous?
This article sums up a lot of my feelings.
Does that mean I’m bearish for the 4th Quarter?
I guess you’ll have to wait until my 4th Quarter preview in a couple of weeks to find out.
Dark Side of Deficits
Posted on September 1st, 2010 by GWM
Are we on the cusp of a secular bull market?
Does the economy and the stock market go in sync? Is one a leading indicator for the other?
How do you value the stock market? Forward P/Es or Reported P/Es?
And how will our current deficits affect the answers to all these questions?
This is one of the best articles of the year, packed with information for you to fully understand our current situation. For your… Read More
Don’t Buy on Hype
I have no idea what Facebook stock will do over the next 2 to 10 years. I hope it does great.
That being said, the above chart is the reason you don’t buy on hype or let your emotions lead your investment mind.
Be the smart money. Do your homework. Know why you buy a stock, under what conditions you’ll sell it, and be sure it’s part of a long term diversified strategy.
 … Read More
Defeating the Myth You Must Win on Every Trade
If you’ve been following my newsletters over the years, you know I believe in diversification and that one of the key ingredients to reaching your goals is to avoid catastrophic financial events.
It’s important to note, as the table above illustrates, that not every investment has to make money. Limiting the size and number of the losses is important, and if avoiding any kind of loss at any time is your strategy, then you’ll always be on the sidelines.
Risk management is key, and with… Read More
Find Your One Thing
In the movie “City Slickers”, Curly is asked what the meaning of life is. He replies “One Thing”.
It’s my belief that your financial success is so much more than just investments. That’s why I named my company “Generosity Wealth Management” instead of “Generosity Investment Management”. I feel 80% of acquiring and preserving wealth is behavior, not chasing after the home run investment.
A colleague here at the office said “funny, the harder you work the luckier you seem to get”. I couldn’t agree more.
My video this week is about the… Read More
Unemployment Rate / Participation Rate
Unemployment decreased to 8.3%. Good.
Participation Rate of the work force at 30 year lows. Bad.
In my opinion, we’re at a time in history where there is a dramatic shift in the employment make-up, skills needed, globalization, etc.
This relatively short term (1 to 10 years) transition will not be without pain for many, but the market does eventually adjust.
 … Read More
How Bad Are Things? Corporate Profitability?
Worst recession since the Great Depression? Not really, although it’s not pleasant.
Unemployment is down. Good news? Yes, but not the whole picture.
Corporations profitable? You bet. They have lots of cash on their balance sheets, ready to expand and redeploy at the appropriate time.
These are just a few of the things I talk about in this week’s video. I include some nice graphs too, so be sure to click on the video to hear more!!!
TRANSCRIPT:
Hi there, Mike Brady with Generosity Wealth… Read More
Where Do We Go From Here?
I’ve had a relatively low position in stocks for clients for quite some time, but I’ve decided to lower it even further. I’m quite concerned about the correlation between Europe and the US, emotion/news driven volatility, and the uncertainty about what the Fed will do.
The risk just doesn’t warrant having as high a percentage as I’ve had.
On the flip side, profitability, efficiency, and cash balances have all been rising in the firms that comprise the S&P 500.
Is the return worth the risk?
Click on video to hear more.
TRANSCRIPT… Read More
Conviction, Humility, Knowledge
This video covers a range of thoughts
* Conviction — what do you believe in?
* Humility — the market doesn’t care what you think
* Knowledge — If you do action A, is B the outcome?
I hope you click on my video and watch–I try to make it the best 3 to 5 minutes of your week. Okay, maybe that’s stretching it, but worthwhile nonetheless.
TRANSCRIPT:
Hi there, Mike Brady with Generosity Wealth Management, and this week I’m going to talk about two or three different things, one… Read More
Another Troubling Rise in Money Demand?
For years pundits chastised Americans for not saving enough, but in the past few years savings rates have exploded from negative to positive 5%. An unintended consequence of that plus banks and companies building up their own cash on the balance sheets leads to the “velocity” of money to plummet.
Money needs to change hands in a vibrant society in the fair exchange of goods and services.
Unfortunately, a liquidity trap can occur and may be occurring now that does not bode well for the economy going… Read More
Should you Freak Out? – Part 2
Part 1 was 1.5 weeks ago. This is part 2, updated as of Monday morning.
It’s a particularly long video, but filled with my current thoughts
* What does the S&P downgrade mean?
* What should you have and not have in your portfolio?
* Should you move everything to cash?
* Is this emotional selling or fundamental?
I’m going to have 2 or 3 videos this week since so much is going on. One of the aspects of my job, in my opinion, is to over communicate with you as the adviser/client… Read More
China and US similarities before a crash – 2011 06 22
I’ve been talking about the problems with the PIIGS (Portugal, Italy, Ireland, Greece, and Spain) for over a year now. Greece in particular has been very prominent in the news recently.
Has this been a slow train wreck? Yes. Has our investment markets continued to go up during that time frame? Yes. Will our markets continue to go up? That’s always the question, and a harder one to answer. One of the things I’m trying to do is guide you and my clients to that answer, knowing of course the future is unknown.
Anyway, this week I discuss… Read More
Buffett’s Favorite Valuation Metric
I’m a big fan of Warren Buffett (as many of you know) as I admire his intellect, drive, and humility. There’s a reason he’s in the top 5 richest in the world.
Warren Buffett has a chart that he’s described as his favorite. It’s the total valuation of the stock market versus the Gross National Product of the US.
What is it telling us now? A = Stocks are modestly expensive.
Should you sell everything to cash? A = No. It does, however, tell us to… Read More
Quarter End Review / Preview
This week’s video is my 1st Quarter Review and my 2nd Quarter Preview.
The first quarter was good (yeah!), and I list the items I’ll be watching and thinking about for the 2nd quarter.
A must see video (if I do say so myself).
TRANSCRIPT:
Hi Clients and Friends, Mike Brady here. This is the first quarter review and second quarter pre-view for 2011.
Now, in general, the first quarter was a little bouncy in February, but overall a positive quarter; actually, a very strong and nice quarter. The indexes, which of course… Read More
Globalization and Japan
Like it or not, globalization is here to stay. Japan, and the impact on supply chains throughout the world, is only going to reinforce the move towards a diverse, diffused world economy.
In the coming years, we’ll see an even greater push toward interrelatedness amongst countries, and each country’s businesses will rely on many countries for their materials. Diversification of supply is key.
Japan is going to recover and recover quickly.
TRANSCRIPT:
Hi Clients and Friends, Mike Brady here.
This week I want to talk about globalization. It’s here to stay and Japan… Read More
Ten Things Making Me Nervous
If you look back at my 3rd Quarter Preview (here) I mentioned I forecast the 3rd quarter would be up. That’s proving to be a great move (if I do say so myself).
But what makes me nervous?
This article sums up a lot of my feelings.
Does that mean I’m bearish for the 4th Quarter?
I guess you’ll have to wait until my 4th Quarter preview in a couple of weeks to find out.
Dark Side of Deficits
Are we on the cusp of a secular bull market?
Does the economy and the stock market go in sync? Is one a leading indicator for the other?
How do you value the stock market? Forward P/Es or Reported P/Es?
And how will our current deficits affect the answers to all these questions?
This is one of the best articles of the year, packed with information for you to fully understand our current situation. For your… Read More
