Wednesday, October 25, 2023

Magnificence Questioned, AI Angst, Stocks, Yields, the Dollar, What's Inspiring Gold, and What Good Investors Do (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.


  1. Thanks Marty! Great Video! You have predicted that Magnificent 7 earnings would fall apart. With high yield for a much longer period, it is hard to justify much higher multiples.