• 01 Sep
    Want To Make Money On Your Morning Cup of Coffee?

    Want To Make Money On Your Morning Cup of Coffee?

    • Demand for coffee is always increasing while supply is unstable and facing structural climate issues.
    • Investing opportunities include coffeehouse chains and direct investments in coffee through ETNs.
    • As you have to give your kid $3.65 for a Grande Caffé Latte at Starbucks, you might as well make some money on it.

    Introduction

    Most of us drink coffee on a daily basis, but how often do you think about investing in those same cups of coffee? This article is going to analyze global coffee trends, investing opportunities and risks related to coffee.

    Maybe it won’t be just your daily indulgence anymore, but something that will enable you to enjoy more of it in an early retirement. Legendary investor Peter Lynch always said to invest in what you know, and coffee is something a lot of us know. More →

  • 31 Aug
    Where To Look For Hope In Yellen’s Latest Speech

    Where To Look For Hope In Yellen’s Latest Speech

    • The FED is predicting long-term average interest rates of around 3%, not the 7% that used to be the case.
    • Even small increases in interest rates will have a huge effect on yielding assets’ values.
    • Even Yellen it telling us that productivity is the main factor for growth, so add it to your portfolio.

    Introduction

    There are two main drivers of what can be done to improve the economy. One is new inventions and structural reforms that increase productivity, while the other is monetary policy. As the former takes time to get results, we mostly talk about the latter. We can assume that increased knowledge and structural reforms take care of themselves. Companies are always investing in new technologies, and governments, no matter what kind, slowly push for social and political improvements. The results can only be seen if we look at it in the long term. The quality of our lives is much better now than it was 20 years ago and 20 years from now will be even better. More →

  • 30 Aug
    Is There A Second Chance For 3D Printing?

    Is There A Second Chance For 3D Printing?

    • 3D printing stocks are back to the pre-3D printing stock boom.
    • The future of 3D printing looks too good to be true.
    • Microsoft is an example of how it is also a good idea to wait and invest only when the trend is really confirmed.

    Introduction

    3D printing isn’t currently in fashion in the investing world, but it serves as a perfect example of how investors’ excitement about uncertain future prospects can fuel an incredible stock boom that quickly fades as fundamentals don’t support the excitement. More →

  • 29 Aug
    If You’re Thinking About Global Diversification, You Should Read This

    If You’re Thinking About Global Diversification, You Should Read This

    • The developed world is depending, and will continue to depend, more and more on the developing world.
    • The focus of productivity and GDP growth is in Asia.
    • The U.S. is the only country with trade deficits since 1976.

    Introduction

    Nobody knows where the market will go in the next week, month, or year, but what can give investors an edge is to look at macro trends that are bound to influence economies and returns on investments.

    In this article we are going to analyze productivity and trade balances among the most important global economic powers, and try to derive a long term trend from it in order to improve the international exposure in our portfolios. More →

  • 28 Aug
    Sunday Edition: The Misunderstood Role of Stock Dividends

    Sunday Edition: The Misunderstood Role of Stock Dividends

    In Today’s reprint of Thomas’ Rebel Income newsletter ($1,164 annual subscription), he discusses the often overlooked but incredibly important role dividends play in your overall returns.  

    As you’ll see, over the last 25 years, $1 invested in 1990 has grown to almost $10 today including dividends. Whereas that same $1 without dividends has only grown to $6. That’s a 40% difference in overall wealth creation.

    In the Rebel Income picks, Thomas always looks to sell put options on fundamentally solid companies that pay strong dividends, since dividends are the single best indicator of true company strength. More →

  • 26 Aug
    How Dangerous Is Common Retirement Advice?

    How Dangerous Is Common Retirement Advice?

    • Things are much different than they were 10 or 20 years ago but everyone seems to follow the same retirement investing advice.
    • As retirees are in need of more security they are now forced into more risk as bonds have become riskier than stocks while also giving a lower yield.
    • If you’re looking for security, cash may be your best bet.

    Introduction

    You’ve likely heard the advice that as you get closer to retirement you should move toward having a bigger chunk of your portfolio in bonds rather than stocks. Most retirement funds are structured in that way. Vanguard Target Retirement Funds allocate 90% of assets in equities and 10% in bonds if you are going to retire between 2058 and 2062, thus 45 years from now. More →

  • 25 Aug
    The Future Will Blow Your Mind. How Can You Take Advantage Of It?

    The Future Will Blow Your Mind. How Can You Take Advantage Of It?

    • Global GDP has quadrupled in the last 35 years and will probably do so again in the next 35 years.
    • By 2050 it’s expected there will be 10 billion people on earth and most of them will be living a western lifestyle.
    • While the forecasts are pretty certain, the issue is that the way towards those forecasts will not be linear. Investors should be careful not to get excited and jump into bubbles.

    Introduction 

    Investing is both complicated and simple at the same time. Today we are going to show the simple side of investing by analyzing a few factors that are almost certain and that will have a huge influence on your investing returns. By analyzing a few global demographic and economic trends we can see where the world will be in the future and connect that with our investments pictures, a scenario that is actually mind-blowing. Keep reading… More →

  • 24 Aug
    Carl Icahn Is Right, But When Will The Market Learn?

    Carl Icahn Is Right, But When Will The Market Learn?

    • Carl Icahn has been warning us how dangerous low interest rates are as they create bubbles.
    • The most important bubble is the earnings bubble.
    • Repatriation and inversions are two crucial issues for the U.S.

    Introduction

    We are continuing with our series of articles on successful fund managers. You can read more about Ray Dalio here, George Soros here and Peter Lynch here. Looking at what these successful managers are doing gives us a better understanding of the market, its potential and its inherent risks.

    In today’s article we are going to look at Carl Icahn’s investing style and look at his current positions through his latest SEC filing. More →

  • 23 Aug
    Are You An Investing Optimist? Check Your Portfolio

    Are You An Investing Optimist? Check Your Portfolio

    • Investors are very optimistic in bull markets and allocate much of their portfolio to stocks, increasing their risk.
    • Analysts and economists expect more spending which will consequently push GDP and inflation up, but low rates push people to save more for their retirement.
    • If the GDP and earnings don’t grow as expected, we could see a bear market in 2017.

    Introduction

    Stock markets keep going up while fundamentals keep going down and the economic situation isn’t that great either. The S&P 500 is dancing around new highs despite corporate earnings for Q2 falling by 3.6%, and the economy only growing by 1.2% on an annualized basis. Economic growth for the whole of 2016 is only at 1%. More →

  • 22 Aug
    The Important Insights From The FOMC Minutes No One Is Talking About

    The Important Insights From The FOMC Minutes No One Is Talking About

    • The FED’s “protect the market at all costs” attitude minimizes the risk of a severe bear market but increases the risk for an inflationary environment.
    • Trade deficits and low productivity are not good signs for the long-term, no matter the positive data from the labor market.
    • Until the focus shifts from central banks to real structural reforms, sluggish GDP growth could easily turn into a recession.

    Introduction

    There are more important insights that can be gained by going through the FOMC minutes than by just reading the news about an eventual interest rate increase. An interest rate increase of 0.5% won’t change much. It will give the news something to talk about for two weeks and from then onwards it will be business as usual. Structural risks and what the FED is ready to do or not do in the case of turmoil is what will determine our investing returns. More →

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