PURCHASE HERE to receive 1-year of our monthly III Macro HNW Newsletter. $99 per month, or $599 annual. Close clients have rarely lost money in 10-years with the closest portfolios >30% annual returns, and now 10x the money.
Our simple 5-page monthly summary is designed to build a quality market overview for simple individual investors, and smart HNW advisors.
1) DO NOT EXPECT MUCH here. This will be a simple 5-pages each month.
2) In 10 +years, hedge fund clients and I have seen almost zero losses, and annual net returns well into 20-30% and higher. Firms and funds working with me did not lose money in the 2006-08 cycle, and have generally crushed it since. Two small hedge funds I worked with, both grew 100x in 5 years, and returned double-digit in all years. I continue to work with some of the top hedge fund firms in the world.
3) I intend to this newsletter to be just a simple better take on HNW portfolios. I want to work with small fund managers and really more so individuals - teachers, lawyers, waiters, truck drivers, salesman, programmers, and retirees! I sincerely believe I can help you make a few 100k into a few million in 10-20 years. And more specifically, that my simple takes on stocks can add >10% annual alpha return to your portfolio, retirement $, etc.
4) WHY AM I DOING THIS?
- Because I am sick and tired of all the nonsense - pessimistic charlatans pumping "gold" and "inflation" and "the coming crisis". The "end is nigh" has sold well for 2000+ years. See that? Fear and nonsense cost investors so much $. Even much of what I see on CNBC or read in the WSJ is false., Why don't people see the obvious flaws in index funds and ETFs?
- I want to share my work with a wider audience. In many cases portfolios working closely with me have roughly produced 10x over the last 10 years (26-30% annual), simply by helping with instruction, guidance and good ideas. I am confident my work will continue to yield similar results going forward.
- The way I pursue investing is WIN-WIN-WIN. We invest to support talent and the human SPIRIT. My approach is the opposite of "shark tank" or even "buffet/munger". I do not want to cheat or be cheap with others. I don't want "a good deal". I work to predict future big wins. I seek out the best talent, great businesses and invest to support their efforts to grow, change the world, and make customers happy. I see that as the best of Silicon Valley VC and USA inc. This is Apple and Facebook and Genentech and Wal-Mart and Starbucks and Tesla and Chipotle. I guess I also happen to excel at timing "when" to invest in such businesses as liquid stocks, and when to avoid or short them.
5) The III MACRO monthly newsletter will be structured as follows (5 simple pages):
P1 = Our market commentary (bullish, and why for the next few years at least ... "take a step back, its a recovery"... I have been saying this since Sumer 2009).
P2 = IIIM Top 1-5 long term stock favorites. Sometimes I will just say 100% AAPL is the ideal portfolio. I must admit, I have done that a lot since fall 2008, but lots more also.
P3 = Risk and Portfolio Management and Trading -- Best Highlights and Tricks of the Super Pros. (I have dozens, and then 100s). I will try to make them timely.
P4 = News and Themes that matter (this may be the most valuable section). I will expose some of the top professional work I do, if you just read the right news and themes!
P5 = Open. I do eclectic work, and almost hate structure. Markets don't work like "ben graham wanted back in 1910" ... that is a fools path to 0-5-10%. The work I do, and ideas I generate are 100% flexible. So this page is open, and will create the space for some unforeseen idea that makes (or saves) 10% annual.