Peak Financial Investing

If you are still investing with a financial planner that is using modern portfolio theory or another passive approach, please be cautious! This video on PFI's approach is well worth your consideration: youtube.com/watch?v=qJusZd…

Home ownership has now been completely locked out for a whole group of people. I was hoping we were going to get a reset on this, and we didn't. Instead, we're going to get more spending and a promise that we're going to offset it with more growth. We've been told this before.…

Almost all of the gain on a home sale is government-created inflation. So the government creates the inflation and then taxes us to kick back some of the inflation it created. It's completely immoral. Full report: peakprosperity.pulse.ly/cmnthxyczk

The Buffet Indicator is at its highest level ever. This comes after multiple Fed interventions since 2009, and what's happened while ""saving the system"" is they've preferentially printed up money that's helped people with access to financial markets at the expense of people who…

When Wall Street says, "I've got a good deal for you," I run. Either Wall Street wants to share in the wealth by opening up private equity to 401(k)s, or... they're wrung out every drop of juice and are ready to find other bag-holders to pass it off to. Full report:…

Equity markets are stupid-expensive. The bull case, as far as I understand, is that they won't let it fall, the Fed will print as much as necessary, and Trump will force a rate cut. These are all shenanigans as far as I'm concerned. Full report: peakprosperity.pulse.ly/emjrsptkg5

It shocked me when I read Trump is preparing an executive order to allow 401(k)s to invest in private equity. I have a bad feeling about this... Full report: peakprosperity.pulse.ly/hb3tk1uvwp

The big banks did great with all that tariff volatility. Of course, it's easier to do great if you know when the volatility is about to come. Is it wrong to think this is a rigged game? Full report: peakprosperity.pulse.ly/dwqu06vzbr

What's the point in cutting interest rates by 3% if inflation takes off at 6%? It may allow Trump to spend more money in the short term, but it becomes an equal-opportunity punisher in the long term. Full report: peakprosperity.pulse.ly/mwiqmumtcq

This anecdote on the housing market sure has a flavor of 2008 to it. If you can't sell your house for more than you paid for it, there is only one way to attract buyers: lower the price. Full report: peakprosperity.pulse.ly/ljayfxzch0

The 30-year bond yield is sending clear signals as to what it thinks of replacing Powell as Fed Chair. Full report: peakprosperity.pulse.ly/xoctcgu9ji h/t @biancoresearch

Everything is cyclical. Markets rise, beliefs form, prices inflate—yet fundamentals anchor us. From 7-year rental paybacks in the '90s to 30-35 years now, reflexivity shows how observation shapes reality. Full report: peakprosperity.pulse.ly/q5l0rryqso

Translation: "We're on the cusp of the the most intense period of mass firings and labor weakness ever." Subtext: "All my buddies on the capital side are positively giddy!"

Japan is in real trouble here. They are a value-add country. Import raw materials, and export finished goods. With spiking interest rates, things are getting dicey.

We suspect this was especially true for the insiders who were tipped off before the market-moving news was tweeted out:

🚨The Japanese 30-year bond just blew past 3%. I never thought I'd see the day when the BOJ lost control, but it's really beginning to look like that day has arrived.

Wow. Sea change.

Looks like tariffs are back on the menu!