It is a good habit to look at things on a macrospective angle, dividing it into smaller perspectives of 100, 50, 25, 10 & 5 years. Having signs along the road that you are on the right path, or whether you should take a turn, or make the necessary "lite" versioned adjustments - helps maintain the general course. When coming into investments, often the correlation between the signs that we receive, and what we see as reality - is non linear, even opposite sometimes. In varios chances I was laughed at, after raising a question regarding an under the radar investment opportunity. The first time was in 2012, when I first asked my retired specops team members, whether any of them heard about a thing called Bitcoin. You can read all about it here. |
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The next time was in 2018, when I sold my TEVA holdings and bought a small under $20 stock called TSLA. One of the last times it happened was during past september, as you can see above. I've asked about EQ in a well known Israeli Investments group, guided by some big shot guru. Got a response to dump it. Since then it did 240% Same happened also with the Cocoa index I've written about a LinkedIn post some 6 months ago. To the right you can see it has returned 130% during the last year. |
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This is the time to re-explain one of my basic rules of invetments - return the capital, and leave the gains to work! In other words - Once you did 100% gains sell 50% of the equity. |
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Another sector that is poised for upsides is the energy one, but not any type of energy.
The potential global crisis in the mediterranean, without a doubt will cause non renewable energy resource prices to go up. If the current US administration will be replaced at the end of the year's elections, this will also have negative implications over the renewable energy sector. |
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As 2024 unfolds, it is quite clear that the top 7 "magnificents" of the S&P can & will not sustain the uprising trend, in spite of the bullish start off.
Nor would the tech sctor alone, inspite of the AI & microchips boom, will be able to maintain the downwards pressure that real economy will place, in a high interest environment.
It is time to think in a wide(er) manner, and open our minds to alternative opportunities, in places that are a minute before, or already starting to burst up. | | |
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When you're being laughed at, ask yourself if it's just another sign you're on the right track.
The best way to maintain a competitive edge is to look not only longer and deeper than most would do, but also wider.
Energy & Medicine cannot advance without technology, but the latter's proper development depends on the formers.
Money does grow on trees, depending not only on biotic conditions, but also on geopolitical ones.
Lots of new articles in our free content blog - enjoy & share!
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