Money Management for the New Economy
After having studied Warren Buffett while also observing investor personalities as a money manager, I believe there are two primary investment traits that Warren Buffett has that most simply do not possess: He intrinsically understands time is the friend of good businesses and the enemy of bad businesses He is focused on the long-term Identifying…
Over time (typically between 6 months and 3 years), stock prices will approximate the intrinsic value of the businesses they represent. If you’re a speculator or you base your investment decisions on emotion, intrinsic value means absolutely nothing to you and we wish your hard-earned money well with your magic eight ball. And if you…
Dear Members, There are a lot of problems here and around the world that make FMT Advisory ecstatic. While we naturally hope the best for all of humanity, as investors, we know that you don’t get great prices with a cheery consensus. So when there is a huge negative feedback loop in various investment areas…
There’s an age-old adage saying that what the wise man does in the beginning is what the fool does in the end. In investment parlance, a fortune can be made when an investor becomes bullish on markets and assets before a bull market ensues. This sounds easy, but it is extremely difficult to implement psychologically.…
Okay, so now that we know every Hollywood star has either sexually harassed or was sexually harassed we can move onto other topics, such as investing. With that out of my system, FMT Investment Advisory believes real assets will outperform the markets by a significant margin over the course of the next 3 years. FMT…
To paraphrase Sir John Templeton, bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. In the short-term, markets aren’t about math (though they always revert to it). They are about psychology. This bull market began in March of 2009. The psychology of the markets was as pessimistic as…
FMT Advisory’s research has identified a few money trends that we have just begun to allocate capital towards. One huge money trend we are invested in is that of value businesses beginning to outperform their sexy growth counterparts as the growth-value cycle shifts. When economic growth is tepid, investors pay up for companies that can…
To steal a line from the great author Charles Dickens, “it was the best of times, it was the worst of times” for two Superinvestor Wealth Compounders around their recent earnings reports. It is not really the worst of times for either Nomad Foods or Platform Specialty Products for serious money investors, but their share…
There are only 28 hitters in the Major Leagues that have a batting average over .300. Said another way, just 28 players at the highest level of the game can barely get base hits more than 3 out of every 10 at bats. To hit .300 or more year in and year out puts a…
FMT Investment Advisory has been the cutting-edge investment firm all over the Fannie Mae and Freddie Mac story. Now that the framework for Trump’s #1 policy agenda of tax reform has been hammered out, Fannie Mae and Freddie Mac are about to become the top priority for Trump’s next major policy initiative. Housing accounts for…
