No Explanation Necessary

Following is a sharply abbreviated list of my top picks for the next few years. My expectations of forward macro trends has continued to lead me to these names for several months. A man who understands whether the tide is coming or going will never be stranded. It is always best to grasp the bigger picture while focusing on what’s in front of you. Do your own research prior to making any investment decisions.

TBT

This is an inflation hedge – it shorts some of the longer US Treasury paper.
Inflation rises, yields rise, Treasury prices decline, TBT rises.
This is my number one must-have.

MPEL

Macau-based gaming. Current focus on
high-rollers segment while expanding
into regular segment.

FXC

Long Canadian Loonie.
Different inflation hedge.

Don’t forget, there’s always a bull market somewhere.

And how could I leave you without another interlude?

This is NOT SUITABLE FOR WORK

Interlude

Hope you’ve been along for the ride with this rally…

Thought I’d toss up a couple interlude videos to pass the time for you.

Go Out & Get Some!!!

Get out there and put your money (if you have any left) to work. If you closed down your hedge fund because 2008 kicked your ass go start another one – give it 6 months and you’ll look like a genius. There’s still a ton of dough on the sidelines.

I’m talking commodities (platinum and oil) and high quality stocks (solid quick ratios in non-financial companies). Buy some real estate but stick to the fundamentals – location: where populations are rising and the school systems are SOLID. Short the sh*t out of Treasuries as steep inflation is all but a guarantee at this point.

Finally – the time of small but fast companies beating out the larger, less nimble ones has come upon us – we were founded as a nation of business owners, not employees, and the intelligent are headed back in that direction. Go start your own business in your spare time – use that gift between your ears to put some financial dignity back into your own hands. Doesn’t matter if it fails – keep at it and innovate/think/brainstorm/try until you get it right. I’m starting up a project right now – you should consider doing so too.

As long as another man signs your paycheck you’ll be a slave. If you don’t try you’ve got nobody but yourself to blame for where you end up/are.

Go out and GET SOME!!!!!!!

-ISYN

(I’ll keep you updated on my progress as I consider entrepreneurship to be an important part of investing/trading/securing one’s financial future)