Stay on Target - Beware of the Biases (To download a printable pdf of this white paper, click HERE). You remember the...
4th Quarter Economic Review: Stay on Target & Beware of the Biases
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Articles and Resources
From The FourThought Team
Disco Inferno: Inflation Hot!
Disco Inferno - Inflation Hot! Are We Going Back to the 70's? (To download a printable pdf of this white paper, click HERE). Back in the 70's The last time the USA had crippling inflation was in the late 1970s when Managing Partner and Co-Chief Investment Officer,...
Are We There Yet?
The Look of Recovery in a Post-Pandemic World (To download a printable pdf of this white paper, click HERE). Many of us have experienced it. You are driving to Florida and the kids can’t wait to see the Magic Kingdom. They have been marking the days on their...
An Update From the Watch Tower: Five “Wolves” in the Woods
To be a great investor you must think in terms of probabilities. Do not attempt to predict the future. Pundits predict, and when they fail, they say, “Well, that is because XYZ happened and who could have predicted XYZ?” The problem is that their punditry costs you...
Effects of a Contested Election on Our Investments
Potential Effects on Your Portfolio and Psyche People are worried right now. They are worried about Covid-19, worried about civil unrest, worried about educating their children and worried that they will never be able to resume life as it once was. At the top of the...
Q3 Economic Commentary: Wait Until You See the Whites of Their Eyes
Imagine that you live in a village a long time ago where you work together to farm and make things to help the community survive and thrive. Unfortunately, outside the village there are some very bad “wolves” that can attack and wreak havoc. There are guards placed...
Is Your Financial Advisor a Fiduciary 100 Percent of the Time?
“Fiduciary” is a an important-sounding word whose meaning is sometimes vague or confusing. Most people associate it with finance and responsibility, which is correct. Its origin, however, is actually in law. Investopedia defines it this way: “The highest legal duty of...
Two Big Investment Risks in a Common Retirement Strategy
Great children’s stories often teach lessons about our world that can help their readers for a lifetime. The basic truths they teach often apply to investing. In Hans Christian Andersen’s “The Emperor has No Clothes,” a vain king is tricked into believing he is...
Technology is Fueling Our Lives and Investments, But Should We be Worried?
If someone had given you $1 million to invest in 1970, then told you that the global population of 3.7 billion would double over the next 50 years, what would you have invested in? At the time, many would have gone for commodities. More people means more food, more...
What the Bubba Wallace Story Can Teach Us About Investing in This Moment
When a hangman’s noose was found in the garage of Black NASCAR driver Bubba Wallace, there was an immediate cry for justice and widespread horror that such events are still taking place. The story unfolded differently, and in hindsight can teach something about...
Four Facts for June 24, 2020: Treasury Yields, Tech Stocks and Missing Out on Economic Recovery
Video Resources
From The FourThought Team
Cash Flow Planning for Financial Freedom Investors
Here’s our latest video on cash flow planning.
Four Facts for May 13: The VIX, Consumer Price Index and More
https://vimeo.com/418038974
Four Facts for April 27: Comparing Current Unemployment to 2008 and More
https://vimeo.com/412339804
Four Facts for April 20: Zoom’s Market Cap and More
https://vimeo.com/409810075