Hello and Welcome to our April 2023 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!
Hope you enjoy!
April 2023 Video –
YouTube
Financial Planning Tip(s)
Cyber – Fraud Reminder
In this post about cyber fraud and a reminder we point out where some 95% of all intrusions come from….
The trojan horse of clicking on a spam email!
Capital Market Comments –
US Dollar Currency Status –
After hearing from four different directions …discussions of the US dollar and weaking in its status… the follow post was born…
Likely overstated…but acknowledge there are surely effect from cutting a countries Swift code- (lifeline to wires)
True Foreigners, likely want a WEAKER US dollar – as its strength is not waning currently!
.COM and Chat GPT Comparisons
One of the neat things about staring so young in this industry and doing this for so long, is at a fairly young (this is subjective our course) age we get to recall and remanence about times of old….
…We all know what happened eventually, tons of .COM companies came public and expired in short order… BUT public companies learned by adding .COM to their name or services would drive the stock price up… many times in huge amounts…
.Com rhymes with Chat GPT – in almost every way…. but be sure to follow the revenues, not the narratives!
Have a Great Day, Talk to You at the End of April !
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
May 2023 Audio Video Review – Buffet/Munger Words of Wisdom, Debt Ceiling, – Financial Planning and Capital Market Review – By John Kvale CFA, CFP
Hello and Welcome to our May 2023 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!
Hope you enjoy!
May 2023 Video –
YouTube
Financial Planning Tip(s)
Berkshire Hathaway – Buffett Munger Words to Live By
In this post Charlie Munger and Warren Buffet are discussed in great details… along with a secret to speeding the time to listen (1.75x speed)…..
Main thoughts to live by from Charlie and Warren:
Early on, write your desired obituary – and then behave accordingly.
irrational and get lousy results.
thing for a long time is a huge advantage.
Particularly added this as just last week, saw a review of the meeting that completely missed several of these points in my opinion.
Capital Market Comments –
Debt Ceiling Fizzle- All done until after next elections
With several comments from the field, we spoke multiple times, here and here about the Debt Ceiling, the history and the most likely outcome…
Much of our confidence on the matter comes from our contacts that we have developed over the years that try to give us a 100% straight scoop as much as possible…. They could always be wrong, but being numbers folks, we go with the odds…
They were right, once again!
Have a Great Day, Talk to You at the End of June !
John A. Kvale CFA, CFP
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Posted in Audio, Economy, Education, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video
Tagged Charlie Munger, Debt Ceiling, John Kvale, Monthly Review, Warren Buffet