Investment Guru Stock Tips and Expert Advice

Better be wise by the misfortunes of others than by your own.

He who is not courageous enough to take risks will accomplish nothing in life.
Muhammad Ali

My goal is not to fail fast. My goal is to succeed over the long term.
Marc Andreessen

Knowing yourself is the beginning of all wisdom.

Never let knowledge stand in the way of truth.
Ajahn Brahm

We just focus on a few outstanding companies.
Warren Buffett

What the human being is best at doing is interpreting all new information so that their prior conclusions remain intact.
Warren Buffett

It’s not enough that we do our best; sometimes we have to do what’s required.
Sir Winston Churchill

Stock Investment Gurus

Compiled by the experts at Sophic Capital

The Transcript 05.02.21: No time to taper?

The US economy is surging and life is returning to normal. Consumers have healthy balance sheets and inflation is a hot topic. Companies in hard-hit industries are even talking about having a difficult time finding staff. The Fed seems to be seeing a different picture of the economy though and has no intention of tapering pandemic era stimulus until it’s clear that the economy has returned to maximum employment and inflation is running above 2%. Read more.

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Anomaly of a Recovery by John Maudlin

We did the first Strategic Investment Conference 18 years ago. I remember one of the partners in the firm that cohosted the event telling me as I walked up to the stage, “John, it doesn’t get any better than this. Don’t screw it up.” He was wrong. Every year the attendees told me it was better than last year. About 10 years ago people started saying and writing the SIC was the best investment conference they had ever been to anywhere. And luckily, every year has been better. This year? This year the SIC is the GOAT—the Greatest of All Time. Just look at the speakers. Tell me when there has ever been an investment conference that had such a lineup top to bottom. You might have another favorite speaker, but the totality of talent? I am simply salivating. Read more.

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The Transcript 04.26.21: The economic dam is bursting

The economic dam is bursting and the economy is booming. Demand in the US was described as “very, very strong” and “phenomenal” thanks to strong consumer balance sheets and vaccinations. Supply chains are still disrupted and there are significant inflation pressures.

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Stumbling to Scarcity by John Maudlin

In economic forecasting, reality is usually somewhere between the extremes. The best-case and worst-case rarely happen. That’s why, when they do happen, markets react so quickly to the “missed expectations.” I saw this early in my career. Realizing we will “muddle through” most of our problems was immensely valuable and sometimes profitable. But as our problems grow in scale, I’ve had to change my attitude. Now I usually expect to “stumble through,” as we see more of those extremes, and more extreme reactions to them. We still make it, but with some bruised knees and painful scrapes.

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