Here is Ray Dalio’s portfolio
Source: Ken Shih
The biggest money in investing comes from patience and time
Your biggest edge as an individual investor comes from ignoring short-term fluctuations and playing the long game. Source: Peter Mallouk, Charlie Bilello
The power of compounding: What a difference 2% make!
Source: Michel A.Arouet, BofA
Mohnish Pabrai is seen by many as the best Indian investor ever
He paid $650,000 to lunch with Buffett and compounded at 25% (!) per year. Here's his investment checklist by Value Walk thru Compounding Quality / Chris Quinn
The US just published their budget numbers showing a $221 BILLION deficit in July ALONE
With $276 billion in receipts, the US spent a massive $497 billion last month. Total interest on US debt YTD is now at $726 BILLION. US spending problem is getting worse. Source: The Kobeissi Letter
On average, bubbles rise 217% during the 3 years leading up to the peak according to data from Morgan Stanley
Megacap Tech stocks are already up 200% year-to-date. Source: Barchart
Property values in commercial real estate are beyond bear market territory
- Office buildings are down nearly 30% over the last year ALONE. - Apartments down 15% and underperforming malls. - Hotels are flat as markets await a potential drop in consumers spending. - Real estate markets are feeling the effects of higher interest rates. Source: The Kobeissi Letter, Bloomberg
SP500 seasonality and 4-year cycle analysis suggests a consolidation before a year-end rally
Source: Nautilus Research
