When we watch the news, we hear how every day events are "drastically shaping" the market, and on a day-to-day scale, the market seems volatile. How does anyone invest for the long-term? Mike uses several big ideas to shape the way he puts his portfolios together. While not every investment is right for you, Mike thinks that arming yourself with knowledge and perspective can help you make the right choices.
We invite you to take a look at some of our blogs on Mile High Investing for some big ideas, long term investments, and a new perspective on creating a portfolio that is "ahead of the curve."
Watching the reports on Irma and Harvey, rubbing my eyes from the haze that covered much of Seattle, and having the wettest winter in Seattle’s recorded history to this summer’s longest period without rain all feels like climate change to me. Yet we seem to be plunging forward into a […]Read More
Howard Marks, investor and writer, said “you can’t predict but you can prepare.” So, today I’m taking a mile-high view of the supercycle (what’s a supercycle? Read more about it in “The Third Supercycle Is Now”) and how I believe it will end, so that we can all be prepared. […]Read More
In 1958, Harvard economist John Kenneth Galbraith published The Affluent Society, in which he outlined his belief that the US had reached the pinnacle of affluence – that American standards of living had risen as high as they ever would. Most families owned a car, their own 1,100 ft2 (on […]Read More
I’ve been talking about how companies are seeing their lifespans shrinking – particularly how short the lifecycles of companies in the S&P500 have become. If you’re an investor that favors the buy-and-hold strategy, this is an intimidating prospect. The days of finding that perfect company, buying it, and tucking it […]Read More
Buy and Hold was (and sometimes still is) a strategy to find great companies: purchase their stock and put it away to hold for decades. I still believe in buy and hold, but the timeline for the holding period has significantly shortened. I recently read a book by Fred Crawford […]Read More
2016 has been off to a rough start – in fact it is the worst start in history – and for many, 2016 is stirring up memories of 2008. I believe that this fear is unfounded and stemming from misinterpreting the oil and commodities drop. They are symptoms, I believe, […]Read More
The common belief is US jobs are going overseas where labor is cheaper and restrictions are more lenient. Is this really the case? Based on Robert Lawrence and Martin Bailey’s study in 2006, only 10-percent of the jobs lost were exported. The other 90-percent were lost because of increased productivity […]Read More
Disruptive technology shakes up the norm. It unexpectedly displaces an established technology and forces the standard man outside of his comfort zone. Often arising during financial crises, disruptive technology sprouts new inventions and increases efficiency. Often in the midst of this chaos wild predictions are made about the future. On March […]Read More