☕ Three things every investor should be thinking about today, but probably isn't

Howdy! 👋

I’m just about to hop on a flight from Tokyo and will be halfway across the Pacific when you read this, so I thought I’d share a few thoughts before the crew closes the doors. 

First, the markets are now in record territory. 

The doom & gloom squad, of course, is out in force blathering on about how valuations are stretched, prices are trading at obscene multiples, the money supply and more. 

All true. 

But what they’re missing speaks volumes about why so many investors continually fail to get it right despite the best intentions. 

Volatility cuts both ways… which is why you constantly want to be “in to win or you won’t… win.” 

This is very different from buy and hold, in case you’re wondering. More like buy and manage, a topic we’ll talk about another time. 

Stocks are only expensive when you’re looking in the rear-view mirror and thinking in terms of where the world has been rather than where it’s going… particularly when it comes to names that we talk about regularly, many of which I submit are still dirt cheap. 

Second, the big money is itching to engineer a pullback. 

I know it’s hard to believe, they’ve got the same fear mere mortals like us do… that they’ll miss out if they’re not on board. Yep, FOMO. 

One of these days though - my guess is later this week or early next at the latest - they will seize on something… a headline, the Fed, inflation data, the price of pizza in Hong Kong… to create a temporary downdraft that scares the pants off people who don’t understand what I’ve just explained. 

WE know better about the “being scared part” so what I want you to do is to prepare mentally for that now and to get your “buy list” ready at the same time. 

You do have one… right??!!! 

The OBA Family does and it’s paid off in spades, especially lately. (Learn More)

And finally, if you are not investing in the best, you will get left with the rest. 

How do you know what’s “the best?” 

Simple. 

The best… 

… make “must have” products and services the world can’t live without 

… are run by visionary founders and successors who execute to plan, not by throwing confetti into the wind 

… continue to put up great numbers 

It really IS that simple! 

Anyway, the flight crews are making the rounds which means I’ve got to shut down for now. 

As always, MAKE it a great day - you got this! 

I promise. 

Keith 😃