Every week we analyze news articles which receive the most views and summarize in a word cloud. Here are last weeks: As Bitcoin’s Price Surges, Affluent Investors Start to Take a Look – COME LEARN WITH ME VIDEO – https://bit.ly/37f7fgW How America Changed Durin...

      Over the years we have had good success in investing for ourselves and our network partners by being early in major trends and finding good ways to invest. Including but not limited to: * Cannabis * Gold and precious metals * Crypto You can see w...

    Be sure to check out our Private Client Group deep dive into investing in Blockchain and Crypto with expert guests and some of the largest fund managers in the space explaining where the best opportunities lie! U.S. POT LEGISLATION SUDDENLY SEEMS MORE L...

      ROBINHOOD $8.6 BILLION VALUATION First article, about Robinhood, now valued at $8.6 billion. They increased their series-F from $380 million to $600 million. Led by Sequoia, which put in $280 million. This is on the back of a spike in retail trad...

“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it”. – Warren Buffet Whenever I come across pessimists bemoaning the current investment climate, I repeat this mantra to infuse positivity in my world vie...

  Once upon a time in 1948, a country was born. The birth of this country wasn’t an easy one and is still fraught with challenges from her neighbors. This country is Israel. However, given her relatively short history, this country has proved to be a tough cooki...

  1636 was a very good year, and 1637 was a very bad year.   The world experienced Tulipmanie, or infamously remembered as the Dutch Tulip Mania. At the height of the bubble, a single stem Sempres tulip was exchanged for 12 acres of land! But by February 16...

Who is John Galt?     What is a family wealth investor going to do in this environment?   How cool is this Sci-Fi plot? In the year 2044, the world is gripped by an energy crisis and global warming, causing widespread social problems and economic stagn...

Brexit blah blah blah … what’s next?     Family office wealth – what effect Brexit? No doubt your inbox has been hit with a plethora of emails with that title. I’m sure they are good and insightful. This note seeks to take a slightly different tact as...

Read about how our strategy shifted to one of capital preservation using bear market investing strategies versus capital growth. Mounting macro headwinds that, in our estimation, shifted probabilities towards a pending equity bear market. We executed this strategy by...