BIG MONEY! #stockmarket

Añadido: 2026-05-16

[00:00:00]There's only two things I would never say. Number one is get out and number two is it's time. You know, our industry, our field of endeavor does not permit that level of certainty. That everything we do falls into one of two categories.

[00:00:13]Asset selection and cycle positioning.

[00:00:16]Asset selection is trying to hold more of the things that will do better and less of the things that will do worse.

[00:00:22]And cycle positioning means trying to hold a more have more money invested more aggressively when the time is right and less money invested more defensively when the timing is wrong.