if you’re new to investing/ trading & feel the like the world is collapsing is around you right now - it’s okay & perfectly normal

where there’s chaos, there’s opportunity
bro after taking heavy hits on your portfolio it’s easy to go from “this is my investment thesis” to straight up motivational speaker

that’s a dark space to be
if you’re clicking refresh every 30 seconds on the screen & begging prices to go up just a little bit, psychologically that’s a suffocating space to be

close that trading app or sell - don’t torture yourself
“stocks always go up” until it doesn’t…

you probably don’t want it going up forever either, it’s like a never ending cocaine binge - fun but not healthy

if anything, a little bit of air out the balloon is a refreshing sign of a market becoming less dysfunctional
as far as smart money goes, it doesn’t get smarter than the OG here
if you’re interested in market depth, neat little chart here - sums up concentration risk nicely
one of my favourite charts right now
this one doesn’t need much of an explanation…
for the folks who love technical finance chats:

US index earnings yields are negative in real terms

(inverse p/e less inflation = negative)

if that doesn’t scream bloated, nothing will
can read countless threads on position sizing, optimum risk allocations & diversifying exposure but sometimes you need to catch hands to appreciate the gravity of why managing risk is so important

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More from @iamkoshiek

12 Jan
If you're planning to improve your personal finance game this year, here's a couple of useful hacks [Thread]
1. Focus on making more money

Chances are you're severely underpaid. Sure, you can cut your coffee for 387 years to afford new tyres or you can develop skills, experience & relationships that add an extra zero to your salary.
Resources: here's practical, real world ways to making more money - this is power
Read 17 tweets
31 Dec 21
Here are 20 of my best threads from 2021 covering the best money hacks, stock market strategies, finance explainers & blueprints to becoming richer [Thread]
1. personal finance - here's the house buying thread which continues to save countless people hundreds of thousands on their dream home
2. personal finance - to rent or to buy? a question most of us are faced with at some point, this thread breaks down the pros/ cons & opportunity cost of each decision
Read 25 tweets
30 Dec 21
this is actually incredible ImageImage
if you don’t have tweet notifications set for meek mill, dj sbu & mia khalifa do you really love your crypto portfolio?
I hold a ton of crypto, options, stocks & high risk investments but absolutely nothing causes me to wake up in a cold sweat like a dj sbu tweet
Read 6 tweets
12 Nov 21
the dirty business behind financing clean energy [thread]
global coal capacity is responsible for 40% of electricity generation globally driven heavily by India, China, Indonesia & Vietnam

in SA, 87% of our electricity comes from coal*

*this excludes coal used for hookah & braais
SA just locked in $8.5bn* in funding to transition away from coal from the US, EU & UK. Whenever developed nations are cheering on for Africa, it's worth pausing

*This buys you roughly 2x bottles of Armand de Brignac at KONKA or a double popcorn combo at Ster Kinekor
Read 24 tweets
11 Nov 21
this guy failed financial crime 101
financial crime 101, the basics

- don't use the company laptop
- don't buy stock under you & your wife's name!!
- don't close out trades the morning of the deal announcement
- don't leave a search history Googling other insider trading cases
- avoid insider trading completely
why do guys keep doing this? here's another case from a few years ago
Read 4 tweets
10 Nov 21
US inflation is up 6.2% year on year - highest increase in 31 years. Now we wait for the impact on asset prices...
If you felt it was a great idea to buy a house for the sole reason interest rates are at all time lows... it's about to get exciting
this is the one chart to keep you up at night (along with those Russian baddies),it's not wage growth inflation, it's higher prices driving the surge

That's a bad place to be, because eventually you need higher wages to maintain purchasing power & it spirals into a complete mess Image
Read 5 tweets

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