My Ultimate Watch List
I spent the summer in Europe. First, I was in London. Next, I spent time in Chamonix in the French Alps. From there, we went South to Milano and ended the trip in the Amalfi Coast.
Everywhere we went, I told my wife that the prices are so out of whack it’s insane.
From my perspective, there was no doubt that inflation is not slowing down. I also spoke with the fund managers of my real estate holdings… they were all talking about raising rents.
I’m going to repeat what I said before; inflation is not going away for at least 3-7 years and the FED Funds Rate is going to stay normal, from here on.
The end of Zero Interest Rates policy is upon us and instead of committing to the belief that the FED will do anything to prop the markets up, one should start believing that the FED is mindful of inflation, not of the markets.
The narrative has changed and the paradigm has shifted.
Yesterday, for the first time since March 2020, every Nasdaq 100 stock closed red:
In times pass, this would immediately cause the FED to issue a statement or to enact a new policy, but they didn’t even flinch.
So, take advantage of what’s going on to build a generational position in the highest-quality businesses in the world.
Here are my TOP holdings, companies that I intend to accumulate and own shares of for AT LEAST the next five years, if not for the remainder of my life:
Cybersecurity: CrowdStrike (CRWD) under $185/share, Cloudflare (NET) under $55/share.
Real Estate: Blackstone (BX) under $95/share, CBRE (CBRE) under $80/share, Pool Corp. (POOL) under $335/share.
Hyper-Growth: The Trade Desk (TTD) under $60/share, ServiceNow (NOW) under $450/share.
Dividend Powerhouses: Cintas (CTAS) under $395/share, Rollins (ROL) under $34/share, Resmed (RMD) under $220/share.
Financial Dominators: S&P Global (SPGI) under $350/share, MarketAxess (MKTX) under $270/share.
Don’t fear the panic; EMBRACE IT!
Governments Have Amassed ungodly Debt Piles and Have Promised Retirees Unreasonable Amounts of Entitlements, Not In Line with Income Tax Collections. The House of Cards Is Set To Be Worse than 2008! Rising Interest Rates Can Topple The Fiat Monetary Structure, Leaving Investors with Less Than Half of Their Equity Intact!
Protect Yourself Now, By Building A Fully-Hedged Financial Fortress!
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