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Try a New Approach for the New Year

I love a good New Year’s resolution. It’s not so much about specific goals, for me. It’s about the opportunity to reflect on what’s gone well in the last year, what hasn’t, and most importantly… what I’m willing to do to make the upcoming year even better. The most pivotal resolution I’ve ever made was to become a systematic investor. I made the switch in January 2010 – after a year of trading foreign currency markets on a discretionary basis, and after watching my clients’ buy-and-hold resolve fail them miserably the year prior to that. I didn’t fully appreciate the […]

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My Forecast for 2018

Stock markets were on fire last year, to the surprise and dismay of many, who, for any number of reasons, were scared to the sidelines. Who enjoyed last year’s stock market gains? Not many everyday folks, I suspect, as investors have collectively pulled money out of U.S. equity ETFs and mutual funds in seven of the last 10 quarters. Yet, despite growing numbers of both bubbly markets and global risk factors, stocks were actually a really good bet in 2017. All four major U.S. stock indices closed higher. And if you ventured into foreign stock markets – as I suggested […]

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An Epic Year

What an epic 12 months it’s been! I’m not talking about Trump, natural disasters, or the Bitcoin bubble. I’m talking about 10X Profits! We launched this service, originally under the code name Project V (for volatility), in early December 2016. We set out with a bold mission, seeking a 10-times return on investment… with a simple market-timing model… that trades just two ETFs… which track volatility. Nuts! Right?! No doubt, 10X Profits is an unconventional approach to investing. But as I told my subscribers, as long as you’re willing to “be different” and maintain discipline … I think our unique and simple approach to trading volatility […]

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Finding Good Buys in a Pricey Market

As we approach the New Year, markets are (mostly) reveling in the festive spirit, following the seasonal trend known as the Santa Claus Rally. However, most people I know find it scary to buy a stock when it’s at its all-time high… which is where many stocks are these days. Facebook… Amazon… Apple… Netflix… Google… and, yes, Bitcoin… They’re all trading at or near their all-time highs. They are, indeed, “scary buys.” But here’s the thing… There ARE ways to find good buys, even in this environment. You’ve just got to use the right strategy. That is… Momentum! Momentum strategies […]

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Facebook Executives Are Right: Social Media is Downright Dangerous!

I’ve been skeptical about social media’s ability to do “good” in the world since Day 1. So I find it interesting, now some 13 years after the launch of Facebook, that many industry veterans are questioning its contributions to society, too. Facebook’s former VP of user growth, Chamath Palihapitiya, has been quite critical, saying recently: “[There is] no civil discourse, no cooperation; [rather] misinformation, mistruth. And it’s not an American problem – this is not about Russian ads. This is a global problem.” Facebook’s first president, Sean Parker, has also sounded the alarm, saying top-dog social media companies have succeeded […]

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Free Bitcoin Trading Next Week

As I told my Cycle 9 Alert subscribers on Tuesday, I’m no expert on cryptocurrencies. Still, I’m pretty sure 2017 will go down in the history books as the year of the Bitcoin bubble. It’s checking all the “classic bubble” boxes… Massive price gains. Up a hair more than 1,000% year-to-date! Trending on Google Search. Bitcoin now garners 7-times more Google searches than Kim Kardashian. And it’s an international hot-topic, with the U.S. representing just the 8th-largest volume of search queries. Non-investor interest. My wife is asking me about Bitcoin. She has no interest in investing, finance or economics. New […]

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Written Financial Plans are Invaluable

Stop what you’re doing right now. Grab a piece of paper and a pen. (No smartphones! Pen and paper.) Now, write the following words at the top of your blank page, centered: “2018 Comprehensive Financial Plan” Am I making you uncomfortable yet? Don’t worry… you’re in the same boat as a lot of folks I know. You may even be allergic to the task of financial planning. But with January just around the corner, now’s a great time to take stock of what went well for you in 2017 and, more importantly, precisely how you’ll chart your course in 2018. […]

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There is No House Money… Only YOUR Money

Have you seen those Voya Financial commercials? The ones featuring cartoon, origami rabbits – one orange and one green? It opens with the orange rabbit explaining to a man, “I’m Vern, the orange-money retirement rabbit. I’m the money you save for retirement…” “Who’s he?” replies the man, pointing to the green origami rabbit. The orange rabbit answers, “He’s green money, for spending money today… you know, paying bills, maybe a little online shopping.” Now, here’s the thing… Both the “orange rabbit” and the “green rabbit” are identical. They’re both $ 1 bills. But Voya wants you to think about them […]

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Should You Be In Or Out of This Market?

I have a lot of empathy for investors these days. It feels like we’re in one of those “damned if you do, damned if you don’t” sort of situations. Stock valuations are high after eight years of bullish trends. But bonds yield next to nothing. And many would argue that the geopolitical climate has never been more fragile and unsettled. The action-oriented question all investors are struggling with is: How do we make money, today, while also guarding against an ever-uncertain tomorrow? My answer to that isn’t sexy. But it IS actionable. You see, successful investing requires a healthy balance […]

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Here’s the Thing About Irrational Exuberance

Harry Dent is truly an “outside-the-box,” “big picture” thinker. He’s fiercely independent. He’s the ultimate contrarian. And he tells it like it is – good, bad, or ugly. I’ve been Harry’s “right hand” investment guy for six years now and many people say we’re the perfect complement to each other. Harry’s expertise is in long-term cycles, many of which are predetermined by demographics and the predictable decisions people make during the various stages of our lives. And he’s honed the uncanny ability to see things that everyone else is blind to, often well in advance. My expertise is in actionable […]

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