"I’m convinced that the next 18 - 24 months will make history."
I really like your content and I share your views regarding the markets - specifically that we are currently living through the biggest bubble of all time eclipsing any previous precedent. At some point this will all collapse spectacularly, however the issue is always timing with these things. Already back in 2018-19, I thought this would finally occur - well in Feb/March 2020 we witnessed a huge sell off and I was convinced that this would lead to perhaps a 2-3 year bear market - boy was I mistaken! Central banks came to the rescue and markets rallied hard.
There is no guarantee that this will happen in the next 18-24 months. There is every chance though that it could, however my feeling is that as long as interest rates remain at these rock bottom levels in the coming months and even years, this bubble can just keep on inflating and keep making a fool out of all diligent investors, even if from a fundamental perspective they are completely correct in their analysis on the market and how insane it currently is.
Thanks for your comment, NAP. I 100% agree with you that timing the exact bear market moment will be virtually impossible for 99.9% of investors - myself included.
But, as I hope to convey in my research, I don't believe that predicting the un-predictable is necessary to navigate these dangerous markets.
As an example, I've put together two tracking portfolios that I believe contain a highly-defensive posture, but which are currently outperforming the market.
The key is structuring a portfolio to participate in the opportunities with substantial upside, while also hedging against some of the riskiest aspects of this market.
If that sounds like something you'd be interested in - check out the premium service, which contains weekly updates on two tracking portfolios: one for buy and hold investors, and another for more active investors.
"I’m convinced that the next 18 - 24 months will make history."
I really like your content and I share your views regarding the markets - specifically that we are currently living through the biggest bubble of all time eclipsing any previous precedent. At some point this will all collapse spectacularly, however the issue is always timing with these things. Already back in 2018-19, I thought this would finally occur - well in Feb/March 2020 we witnessed a huge sell off and I was convinced that this would lead to perhaps a 2-3 year bear market - boy was I mistaken! Central banks came to the rescue and markets rallied hard.
There is no guarantee that this will happen in the next 18-24 months. There is every chance though that it could, however my feeling is that as long as interest rates remain at these rock bottom levels in the coming months and even years, this bubble can just keep on inflating and keep making a fool out of all diligent investors, even if from a fundamental perspective they are completely correct in their analysis on the market and how insane it currently is.
Thanks for your comment, NAP. I 100% agree with you that timing the exact bear market moment will be virtually impossible for 99.9% of investors - myself included.
But, as I hope to convey in my research, I don't believe that predicting the un-predictable is necessary to navigate these dangerous markets.
As an example, I've put together two tracking portfolios that I believe contain a highly-defensive posture, but which are currently outperforming the market.
The key is structuring a portfolio to participate in the opportunities with substantial upside, while also hedging against some of the riskiest aspects of this market.
If that sounds like something you'd be interested in - check out the premium service, which contains weekly updates on two tracking portfolios: one for buy and hold investors, and another for more active investors.
Many thanks Ross for taking the time to reply. That does indeed sound interesting and I'll check it out. Looking forward to reading your future posts.