Fundamental Trends Blog

Welcome to the Fundamental Trends blog. Here I cover macro themes with my Macro Dashes, you can access some of our previously embargoed investment research and I do a little house cleaning.

The content below is open to the public for free. It is my true hope that it helps you in some way. 

Fundamental Trends Blog

De-Risk Your Portfolio NOW

In the past few months I have shown various valuation metrics, including the Buffett Indicator. All are near or at all-time highs. Valuation metrics are the core of fundamental analysis. Today, there are sweet narratives about why low interest rates can keep valuations high a very long time, there were also very sweet narratives about why the dot-com boom wouldn’t bust and the real estate boom wouldn’t crash.

Fundamental Trends Blog

Trimming The VSL Of Oil, Commies, Laggards & Zombies

Keeping our focus focused, I have been digging into our Very Short List – our focus stocks – and pruning a large tree or old ideas, bad ideas and mostly ideas where the thesis changed due to Coronavirus running up debt and running down growth for certain companies. Read this important piece on how we are getting rid of commies, oil, laggards and zombies. Sustainable Growth of higher membership required.

Fundamental Trends Blog

A Game Plan For A Correction

If you want a full game plan for what to buy on a correction, here it is. ETFs, stocks, SPACs everything we are focusing on if we get a September like correction or worse. Become a member today if you aren’t. This long form post will make all your money back for years worth of membership.