Capital Employed’s Post

And the 'Wizard of Omaha' speaks again...Warren still stresses on reading habits. Thanks to Alpha Bibliophiles for having us covered on that front. Here are the few takeaways from Berkshire Hathaway's AGM #WarrenBuffett #investing #reading #stockmarket

Does Jerome Powell Understand Our Expensive Lives? Tracy's Real Estate Talk~ Episode 269 Does the Federal Reserve Chairman understand how challenging life has become for citizens? Jerome Powell seems aware of our struggles with high interest rates.

Jesse Livermore: A Tale of Triumph, Tragedy, and Financial Wisdom: Jesse Livermore, an iconic figure in Wall Street's history, left an indelible mark defined by extraordinary triumphs and sobering failures. His life story is a profound cautionary tale, offering insights into the delicate dance between risk and reward in the stock market. From a tender age, Livermore showcased an innate ability to navigate market currents, earning him a reputation as one of the greatest speculators of his time. His fortune swelled during the crashes of 1907 and 1929, employing the bold strategy of short selling stocks—profiting from market downturns. However, even amidst success, Livermore faced the harsh realities of financial markets. The Great Depression dealt a severe blow to his fortunes, leading to bankruptcy. The weight of these challenges became unbearable, and in 1940, Livermore tragically took his own life. The rise and fall of Jesse Livermore should resonate as a stark reminder of the inherent volatility in the stock market and the potential repercussions of daring yet risky trading strategies. It underscores the critical importance of sound financial management and highlights the perilous path of letting emotions steer investment decisions. As we navigate the ever-changing landscape of finance, let's draw from Livermore's legacy. Embrace prudence and emotional resilience in our investment journeys. May his story guide us towards a balanced approach to wealth creation, one that respects the markets' dynamics while safeguarding our financial well-being. Ref : https://lnkd.in/gKxcbszM #StockMarketWisdom

In the accompanying chart, we can see that when long-term Treasury yields fall below shorter-term returns, an inverted yield curve is created. This phenomenon has signaled every recession since 1976. Except this time (apologies, Sir Templeton), it's different. We discuss this in detail in our Dogwood Capital Advisors 2024 outlook, and I would love to answer any questions you may have around this topic!

Are you trying to build wealth? Remember, good things take time. "Everyone wants to build wealth, but many won’t have the patience or take the TIME necessary to build it," as I recently overheard in a conversation between two random gentlemen in a restaurant. It's important to remember that building wealth is like cooking in a crockpot. It takes instructions, ingredients, and TIME. Don't get caught up in the desire for quick wealth - it takes patience and perseverance to achieve true financial success. #wealthbuilding #investing #patience #financialsuccess

My 2024 In Review (So Far): Trades & Convictions We just passed the halfway mark of the year, and I would like to take a look back at my trades and convictions so far, what I got right, and what could be improved. https://lnkd.in/exQXwPfT

Herbert Hunt: A Complex Legacy and #Silver #Market Lessons Herbert Hunt, the last surviving member of the infamous Hunt brothers who attempted to corner the silver market in the 1970s, passed away recently at 95. While his life offers glimpses of entrepreneurial spirit and resilience, the silver saga truly defines his legacy, leaving behind valuable regulatory takeaways. The Silver Scheme and Its Downfall: Hunt and his brother Bunker became synonymous with the "#Silver Thursday" crash of 1980. They meticulously accumulated vast quantities of #silver to control the market and drive up #prices. Initially, their strategy paid off, with silver prices skyrocketing. However, their excessive leverage and underestimation of market forces led to a spectacular collapse. Regulatory Takeaways: The Hunt brothers' silver saga exposed vulnerabilities in commodity markets, prompting stricter regulations: #PositionLimits: Regulators implemented limits on the amount of a commodity a single entity could control to prevent #manipulation. #Margin Requirements: Increased #margins can help curb excessive leverage and potential market instability. Market Surveillance: Marketplaces should have enhanced #market #surveillance measures to detect and deter manipulative trading practices. #Concentration #margin: Concentration set as a percentage of existing positions in a contract acts as a good deterrence. Beyond the #Silver Saga: Hunt is known much for the silver debacle and is not well known for his rebuilt fortune in #oilandgas, which highlights his entrepreneurial spirit. His story underscores the importance of: #Adaptability: The ability to learn from setbacks and adjust strategies. #Resilience: The perseverance to bounce back from financial hardship. A Legacy of Caution: While Hunt's business #acumen is undeniable, the silver episode is a cautionary tale for #market participants. It emphasizes the dangers of: Excessive #Leverage: Overleveraging positions can magnify losses and lead to financial ruin. Underestimating #MarketDynamics: #Market #forces are unpredictable; unforeseen events can upend even the most calculated plans. Herbert Hunt's story is a reminder of the delicate balance between calculated #risk and reckless #speculation in the world of #commodities.

Dave's Top Ten for the week of March 22nd, 2024 We kick off the top ten with insights from David Rosenberg, who raises concerns about a potential recession looming in the US. Additionally, I've included an article from the CFA Institute, examining whether the Fed can successfully engineer a soft landing amidst economic uncertainties. Turning to real estate, Better Dwelling alerts Canadians to the significant amount of spending aimed at shoring up mortgages. A local real estate developer underscores the myriad costs associated with new construction, revealing the substantial financial burden borne across various levels of government. While Gerald Hartwig suggests the figure stands at 29%, subsequent feedback suggests it may be even higher. Bill Tieleman of the BC Coalition for Affordable Dependable Energy outlines the group's objectives and emphasizes the importance of reliable and affordable energy. Addressing challenges with BC Hydro's power imports, he advocates for prudent energy policies at the municipal level. Exploring energy trading, an enlightening podcast featuring Ilia Bouchouev delves into the intricacies of virtual barrels and the broader landscape of energy markets. Furthermore, the withdrawal of a Texas Fund from ESG mandates sheds light on shifting investment trends, with Blackrock emerging as a notable loser in this narrative. Here in Victoria, more media attention is being focused on s story that some community leaders have been warning the CRD about for a long time. Darron Kloster did a great job summarizing the many risks with Biosolids going to the Hartland facility and I posted the story on my LinkedIn page as I want as much awareness as possible. Please like and share! I met up with a couple of retired political figures last weekend who both were going to Brian Mulroney’s funeral this weekend. They shared some great stories, and I also included a short segment with two G&M reporters who covered our former PM. Baseball season kicks off with a two-game series in Seoul, Korea, prompting Bruce Dowbiggin to explore potential shifts in the sport, particularly considering the growing influence of gambling and the demand for accurate calls. Speaking of gambling, the story of Ohtani’s interpreter broke this week and I bet I will have something on it next week. Wishing you a wonderful weekend ahead. David

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