🎯 It takes the best stock pickers in the world a few decades of owning hundreds or even thousands of stocks to find a handful that are worthy of holding long-term. https://t.co/KRxH9wKOSP
The carry trade has everything to do with leverage. And I encourage you to study Yen behavior during US stock market tail events.
I'm 36 with $500K invested. Most of this happened in the last 8 years. Here's how:
Carbon markets are at an inflection point. Policy momentum. Capital rotation. Tightening supply. Most investors aren’t positioned for what’s next. Read this before the crowd catches on: https://t.co/axCJ40q8bX cc: @LukeAOliver @kraneshares
Interest from HYSA is taxed at federal AND state/local level. But interest from T-Bills is only taxed at the federal level, saving you anywhere from 0-13% in state/local taxes. T-bills also generally have better yields. Small adjustments can make a big difference over...
Early in my career, I didn't want to max out my 401k… I was worried about liquidity for early retirement. That quickly changed as I learned about: • 72t SoSEPP • rule of 55 • roth conversion ladder All of these allow you to pull from...
The mass majority of physicians who are doing independent work think they should be an S-corp. The mass majority of physicians who are doing independent work should not be S-corps. #TaxTwitter

Will the Gold and Silver Crash Bring Back Treasuries as the Risk-Off Trade of Choice? Read here: https://www.leadlagreport.com/p/will-the-gold-and-silver-crash-bring

Sitting in cash is the opposite of investing, and invites long-term, dramatic underperformance. Holding cash is basically begging the Fed and Congress to light your money on fire via inflation. https://t.co/QMd0bkOkkZ
The goal isn’t to minimize taxes. The goal is to maximize after-tax return. Say you have $100k in 0.1% savings account. You earn $100 interest, pay $24 of tax. Now say you have $100k in 3.5% savings account. You earn $3.5k interest,...
A blast from the past. I gave this presentation at @smallcapdisc in 2023. Multi-Bagger First Principles https://t.co/YJT8idrZf0

You’re earning the wrong type of income, and your salary is the proof. Two people earning $200K. Same income, completely different financial realities. There is a distinction between capital income and labor income reveals why the wealth gap isn’t about how much...
12 years ago, I was $304k in debt. Today, I'm a multimillionaire. If I lost everything tomorrow, here's how I'd get it back:
“Risk is the uncertainty of lifetime consumption.” We sit down with @cullenroche to discuss his new book Your Perfect Portfolio. We start with a basic 60/40 portfolio and then examine, step by step, the case for adding international, factors, gold, private assets,...
Younger generations will more likely trust agents than financial advisers to manage their wealth. Then advisers will switch to using agents themselves, managing boomer money as well. And agents will efficiently execute everything directly with DeFi.