• Article: “Pope is worried about the market”
  • Derivatives are an area we don’t spend much time talking about
    • Contract between two or more people where the value is based off underlying securities
  • The movie “The Big Short”
    • CDS = credit default swap
  • People focus on the financial crisis; when people invest in stock and equity the general rule of thumb is the time horizon is 5 years
  • Financial crisis creates more opportunities to buy great businesses
  • You always want to be investing and preparing for the next correction 
  • Asset allocation strategy is so important
  • Investing in bonds is extremely dangerous
    • You must understand why you’re owning the bonds
    • As inflations and interest rates go up, so does buying goods and services 
  • Investment portfolio should be about growing faster than inflation for having the purchasing power

May 17, 2018