Legendary investor Howard Marks just released a new memo. “In my 53 years in the investment world, I’ve seen economic cycles, manias and panics, bubbles and crashes, but I remember only two real sea changes.  I think we may be in the midst of a third one today.” My Notes…

Here's how much I earned from X revenue share: $0.00 I want to thank all my followers for helping me get to this point.

One of the best things I’ve done for my mental health lately is to STOP focusing on peak productivity. Stop listening to audio on 2x Stop listening to podcasts while you work out Sit in silence during your commute Constantly consuming is exhausting. Your brain needs rest

Interest rates and inflation have peaked. In the face of rising rates this year, the market is roaring: $ARKK +40% $QQQ +39% $SPY +17% $IWO +13% But what if a 5.25% fed funds rate is the new norm? IMO the market still has not digested higher rates. Needs another 3 - 6 months.

Many investors are chasing $NVDA because of FOMO, but this could be a HUGE mistake. Nvidia is a great company, but the valuation is bonkers. It's currently trading at a PS Ratio of 41 while revenue decreased by 13% YoY. It has only traded above a PS of 30 a few times over the

Oaktree Capital Management manages $164 billion for clients They just released their Q2 Credit Quarterly report. It's a must-read for investors They think rates will be higher for much longer than investors expect which will cause ripple effects across the economy My notes...

This is my InBody scan from 2022. 175lbs: 115lbs of water, 42 lbs of lean muscle, 18 lbs of fat. 10% body fat I did another scan last week and it was alarming. 185lbs and 28 lbs of body fat. That’s right. Over the last year I’ve gained 10 lbs of body fat. Now at 15% body fat

One of the easiest methods of improving your diet. The Plate Method. Here's how it works Image: Fueled Life

Some quick tips on healthier meals

Logging what I’m eating and tracking calories/macros has been HUGE for cleaning up my diet. Just having to log it makes you think twice about what you’re eating and has helped me avoid garbage food. S/O to Sam Parr who said he tracks everything he eats for years (I think)

Follow up to Anthony Pompliano 🌪 tweet about Monster Beverage $MNST being the top S&P500 stock since 2003: What if an investor invested $100 then added $50/month for the last 20 years? Contributions: $12,400 Current Value: $1.1 million Scenario built with YCharts scenario builder

We bought our house for ~$400,000 in 2018 and it's currently worth ~$700,000. Selling now could end up being a $1,000,000+ mistake. Here's why: We locked in a 2.25% interest rate and our monthly payment is around $2,500. Lets say we sell and buy a house for $750,000 at a 7%

A 50 year old investor that started investing $500/month in the S&P 500 when they were 20 years old in 1993 is a millionaire today. That includes .com bubble, 9/11, GFC, Pandemic, and every fear-mongering headline in between. Don't get scared out of the market

Would you switch places with Warren Buffett right now? You couldn't possibly pay me enough money to switch places with him. So don't let your youth and good health pass you by while you're obsessed with making more money, progressing in your career, etc.

My current portfolio. I'm comfortable with the mix of dividend growers + "growth" companies. You own any of these?

The best dividend stocks have < 1% dividend yield. If you're maximizing dividend income today, you're sacrificing total returns in the future. 10 Yr Total Return//Dividend Yield $LLY 1,200%//0.8% $MSFT 1,100%//0.86% $APPL 1,000%//0.54% $INTU 740%//0.64% $HEI 589%//0.12% $MA

Prioritize finding stocks with high dividend growth, not high dividend yield. These will likely be the best dividend stocks of the next 10+ years.

Should you own the top 7 holdings in the S&P 500? $NVDA $TSLA $AAPL $MSFT $GOOGL and $META making up 29% of the index. In 2000 and 2005, the top 10 holdings represented 24% and 20% of the index. Each time, they went on to underperform the index.

Here's a look at S&P500 concentration & a pre-earnings update for $NVDA $TSLA $AAPL $MSFT $GOOGL and $META get.ycharts.com/resources/blog…

How does Apple get away with selling a mouse where it is literally impossible to right click?