

I'm Quickly Selling My Gold And Buying This...
23 snips Sep 23, 2025
The host explores strategic investing principles and the importance of knowing when to sell. Insights include a deep dive into gold's recent rally and the surprising low retail participation. A shift to GDXJ miners is discussed as a more favorable option, aided by an innovative lease model to earn yield on gold. The conversation highlights effective portfolio moves while emphasizing personal financial liberty.
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Time-Tested Rules Trump Market Noise
- Marty Zweig's investing rules prioritize trend-following and asymmetry over market narratives.
- Focus on letting winners run and cutting losses quickly to improve portfolio outcomes.
Sell When Your Thesis Breaks
- If your original reason for a position is invalidated by new data, sell immediately.
- Treat thesis changes as triggers to cut losses or exit positions fast.
Gold Rally Lacks Retail FOMO
- Gold's rally shows strong technicals but lacks retail participation, making it distinct from a retail-driven bubble.
- Assess probabilities rather than certainties when markets reach all-time highs.