If people are out of the market they have "sold"
Thesis: those who are on the sidelines will at some point move back in
nervous investors have stocked 3.4 trillion dollars in cash
assets into money market funds has grown by 1 trillion dollars over the last 3 years
People are as nervous as they were right in the middle of the financial crisis
Investors go to cash because the "stock market is too risky"
When you own stock; you are a business owner
Investing is about a process, not guessing
There is always a bull market somewhere
there will always be businesses on sale!
Everyone loves warren buffet but no one wants to take his advice
The power behind knowing what you own and why you own it!
you don’t want to know until you’re in a position that you want to know
November 5, 2019