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March 2021: Faux Foundations…

Rigidity of BELIEFS…  In the 1950’s a West German pharmaceutical company by the name of Chemie Grünenthal GmbH developed what had appeared to be a miracle drug. Early animal studies suggested this drug to be so benign, researchers believed it was nearly impossible to administer a lethal dose (based on what is known as the LD50 test; also known as…

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Q4 2020 : THE EPOCH OF INCREDULITY

THE EPOCH OF INCREDULITY Epoch: a period of time in history or a person’s life, typically one marked by notable events or particular characteristics. Incredulity: the state of being unwilling or unable to believe something. Epoch of Incredulity: A period of time in one’s life, marked by a notable event where it became nearly impossible to believe your own…

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December 2020 : Just give it a week…

When’s the Monthly? I’m a fan… Recently I received the above question asking when the December monthly would be released. Our intent was to hold our thoughts for a few weeks, but given the question, after further consideration we felt it important to briefly explain why… No, we haven’t taken any time off. Last month we attempted the impossible;…

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August 2020 : MAYDAY! MAYDAY! MAYDAY!

MAYDAY! MAYDAY! MAYDAY! In the early 1920’s, a senior radio officer at London’s Croydon Airport, Frederick Stanley Mockford, was asked by his superiors to think of a word, easily understood by all pilots and those on the ground, which conveyed distress during an emergency. With much of the air travel in and out of London’s Croydon at the time…

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Q2 2020 : Slightly out of the ordinary…

Slightly out of the ordinary…  I write these notes for numerous reasons; first and foremost, to disseminate information; educating and coaching clients is my top priority. Admittedly, there is a marketing slant; reading, research and corresponding with clients takes up quite a bit of our time, so if our work stands out and resonates with readers and we can…

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Complexity

When was the last time you went to the bank? I mean physically walked up to a teller in a brick and mortar location? Some may answer this question easily as small businesses owners may still deposit their daily “cash” in-take, while it might take others quite a bit of time to think about it. Banking has transformed over…

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The More things Change…

Lately, I feel like I’m on a treadmill running up hill, for as different as the catalyst which pops a bubble always is, it’s as much the same (a bubble – typically fueled by debt and overleverage) … and yet, we appear to have learned nothing. The mindset and attitudes of investors tend to be very predictable. From the…

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Viva Las Vegas

Working alone leaves one quite a bit of time pondering self-beliefs. Whether we manage the bulk of our client’s financial net worth or a mere fraction of it, there is little room for bias, obtuse thinking or pride.  In an effort to keep our mindset “in check” we make a concerted effort to study and approach markets from multiple…

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Lighting money on fire!

“We are a community company committed to maximum global impact. Our mission is to elevate the world’s consciousness. We have built a worldwide platform that supports growth, shared experiences and true success. We provide our members with flexible access to beautiful spaces, a culture of inclusivity and the energy of an inspired community, all connected by our extensive technology…

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Odds Over Outcomes

If you knew the odds of any specific outcome was 85% in one direction or another, what would you do?  In previous notes we’ve broached the subject of discounting outcomes; today we’re going to discuss placing the odds in our favor, displaying it in real time…  We titled a section, “Cloudy with a chance of Meatballs” in our 4Q2017…

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