Matt Faubion, CFP® retweeted
The score card after Buffett announces he's stepping down this year:
5,502,284% for Berkshire vs 39,054% in the S&P 500.
teapaw.org/modestproposal1/status…
While the Tech #IPO gates may not be wide open at the moment, venture-backed M&A is heating up!
news.crunchbase.com/ma/start…
"I pay the highest tax rate"
I hear this all the time, and while that may be true, the highest marginal #incometax rate is still much lower than it has historically been.
So, if you're not converting to #Roth in some way, shape, or another, you're likely missing out.
If you think you're leaving tax-free money on the table, let me know.
#tax #Taxes #TaxPlanning #WealthManagement #FinancialPlanning #TaxStrategy #RothConversion #FinancialFreedom #MoneyMatters
#Investing #RetirementPlanning #TaxSmart #HighIncomeEarners #PersonalFinance #TaxEfficiency #FinancialLiteracy
Staying diversified globally hasn't been easy — but long-term investing is often about staying disciplined before the payoff is obvious.
If international earnings really awaken from their long hibernation, many portfolios may finally start to see the benefit of their patience.
Something to watch closely in the months ahead.
#Investing #WealthPlanning #Markets #GlobalDiversification
"Believe me, it's better to produce the balance sheet of your own life than that of the grain market" - Seneca
A very clear take-away from a single chart.
The Street is expecting #stagflation
Matt Faubion, CFP® retweeted
McCullough: The Leveraged ETF Bubble is Popping
In yet another indicator of "The Mother of all Bubbles," Hedgeye CEO @KeithMcCullough highlights the crumbling market cap in leveraged ETFs in this clip from "The Macro Show."
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As bear market bounces grow increasingly fragile, the consequences of short-dated options mania and one-way leverage are finally being exposed.
“The whole thing got as levered as the game has ever been. And now it’s coming unglued,” McCullough says, pointing to retail-favorite trades like $NVDA and $TSLA as repetitive, doomed plays for uninformed investors.
The carnage is real—leveraged ETF market cap saw 34% drawdowns, requiring more than a 50% gain just to breakeven.
Hedgeye, by contrast, remains steadfast in its foundational principle: risk-manage your capital, preserve it, and refuse to play the Wall Street casino game.
* * * * *
As the bubble bursts, the opportunity to build a smarter, more disciplined investment world has never been clearer.
Subscribe now to The Macro Show: accounts.hedgeye.com/product…
I'm not one to follow things like "death crosses," but closing market prices matter and are worth paying attention to.
IMHO for the #SPX to be "in the clear" it needs to retake the the closing market price of 5,671 on the day before #liberationday
Chart cred: @davidnelsoncfa












