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A Chat Between Two of My Investing HeroesBy
Friday, November 24, 2017
Most investors have never heard of 'em, but Jason Goepfert and Meb Faber make my short list of favorite investors.
They do incredibly good, original work. And they share it with the world on their respective websites: SentimenTrader.com and MebFaber.com.
Earlier this month, Meb had Jason as his guest on his excellent podcast.
Jason – to me – is THE most knowledgeable and experienced investor when it comes to sentiment.
I got permission from Meb to share a few of Jason's comments with you about sentiment – and how it should fit into your thinking about investing.
Most investors have no idea how sentiment fits into the big picture. But literally nobody is better to learn from than Jason. Here are a few excerpts from Jason from the podcast...
Where does sentiment research fit in relative to valuation and the trend?
Which is more important, sentiment or the existing trend?
If you could only use one sentiment indicator, what would it be?
How long is a sentiment extreme useful?
How did you get into studying sentiment?
Today's DailyWealth is short and sweet – but Jason's words have an incredible amount of knowledge and research behind them. If you want to know what works in investing, I highly recommend you listen to Meb's podcast, The Meb Faber Show. You can listen to the episode where Jason appeared for free right here. And be sure to regularly check out MebFaber.com and SentimenTrader.com.
Those two are sure to make you a better investor...
Good investing,
Steve
Further Reading:
Earlier this year, Meb shared a simple plan to improving your investment results. "The go-nowhere investments loitering in your portfolio are a very real opportunity cost (and many times, real dollar cost) to your wealth," he writes. Get the full story here: The Zero-Budget Portfolio.
Dividend-paying stocks have traditionally been a great place to grow your nest egg over time... right? Meb says this notion is flawed. Read why here: Is This Popular Investing Myth Hurting Your Portfolio?
Market NotesTHE MOBILE-PAYMENTS REVOLUTION RAGES ON Today, we're featuring a company that helps you pay for anything, anywhere...
As regular readers know, Steve believes that no one will carry a wallet in five years. Instead, your smartphone will become the "new normal" way to buy things. The shift to a cashless society is coming faster than you might think... It's already happening in China, and the technology is catching on in the U.S.
Right now, we're seeing this concept at work with Square (SQ)... The $18 billion company makes point-of-sale systems for businesses. Vendors use its software to process mobile payments, read chip cards, send invoices, and even track their inventories. Square has thrived with the rising popularity of mobile payments... The company recently reported its third-quarter revenue increased 33% from the same period last year.
As you can see in the chart below, shares have soared around 240% since Square's initial public offering (IPO) two years ago. They recently hit new all-time highs. As more people start paying for things with the touch of a button, Square will likely reap the benefits...
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