Inaugural Opus Wealth Newsletter

Do you ever get frustrated that looking at stock charts doesn’t seem to tell you much about the future of an investment? Watch this video to understand why…

Links to other Opus Wealth Videos:

• How Opus Wealth is Different

• The Iron law of Valuation

• Bond Returns, Are Losses Good For You?

• 16 Clever Ideas to Reduce Taxes When Selling a Business

🤣 Here's a compilation of Charlie Munger's funniest moments.

👍Great podcast alert:

The Founders podcast goes over Paul Graham’s: How to do great work. If you have any young adults in your life contemplating their careers, this is a fantastic podcast to listen to.

Merryn Talks Money interviews Jeremy Grantham in yet another “tour de force” of today’s financial markets.

✉️ Great letter alert:

Hoisington Q3 letter - Dr. Lacy Hunt, one of the two or three economists I respect most gives you his thoughts on the economy.

I’m rereading the value investing bible, Ben Graham’s “Security Analysis” which is in its 7th edition and has grown to 1400 pages😅 I came across this quote:

“The notion that the desirability of a common stock was entirely independent of its price seems incredibly absurd” - Ben Graham

Yet, my industry has tried to convince the public of exactly that!

🎥The video below is an interview with Jeffrey Gundlach “the bond king” about what he sees in the economy. Views we largely agree with…

A few of the more interesting tweets from this month…

Investment Advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/

Please contact your Opus Wealth Management team if there are any changes in your financial situation or investment objectives.  Past performance is no guarantee of future returns.