Videos of Jim Rogers speaking in Shenzhen February 25th 2017

Posted Leave a commentPosted in Books, News

This past Saturday, February 25th 2017 at the Ritz-Carlton Shenzhen, legendary investor Jim Rogers spoke to packed rooms about China, investing, the dollar, and having children, especially girls. ¬†Below are just three short videos from the event posted on our YouTube channel “GFM Money Minute”: Be inspired!

"The biggest risk is thinking there's no risk" – two @MilkenInstitute quotes

Posted Leave a commentPosted in Education, Web finds

Today I’m sharing a link to a 2013 Youtube interview¬†with Michael Milken and Howard Marks with some memorable quotes on risk from a 2013 interview. Here¬†it is said “The biggest risk is thinking there’s no risk”, and “Life insurers can’t only¬†insure people who will never die, but they also ensure not all their policy holders […]

How to earn more than a STEM education with STEAMS

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STEM education is necessary, but¬†STEM graduates who also understand accounting and sales (which together I sometimes call “STEAMS”) will have a significant advantage in understanding which technologies are worth investing in and how to effectively serve them to the public. ¬†Adding these two business subjects to four “hard science” subjects is similar to how I […]

The 2%/50% rule: How fees and under-diversification can cost half a pension

Posted Leave a commentPosted in Saving

In my previous post, I mentioned that one of the top 10 lessons I learned in my first 10 years of investing my salary savings, bonuses, and 401(k) contributions is to beware of high-fee, low-service mutual funds and financial products. ¬†As a professional myself, I of course understand the need for professionals who manage and […]

GFM's REIT Watchlist for 2017 Q1

Posted Leave a commentPosted in Investing, Lists

Real Estate Investment Trusts (REITs) are among our favorite alternatives to buying physical property as an investment. ¬†For reference, we list below 95 of the globally-listed REITs we are watching this quarter, which yield over 4% as a portfolio. ¬†Note that this a watchlist for educational and discussion purposes only and is not a recommendation […]

How I invested my first 10 years of savings, bonuses and 401(k)/IRA contributions and top 10 lessons learned

Posted Leave a commentPosted in Investing, Personal finance

Of all the habits I started early in my career, I would rank the habit of paying myself first, saving at least 10% of my income, saving rather than spending 100% of bonuses, and avoiding consumer debt as close to #1 as having paid off well and being well worth teaching my children and grandchildren. […]

Unicorn comps: 60 Internet Stocks worth US$1 billion or more

Posted Leave a commentPosted in Lists

I consider myself a relatively boring, probability of cashflows investor not easily attracted to hyper-growth promises of many Internet company investments. ¬†Nonetheless, I have slowly started to get more interested in established Internet companies as I see them developing moats and staying power that make them sustainable cash cows more than bets on speculative upside. […]

Asians spend 7.5x on education but 1/3x on housing vs Americans? From a 2015 Milken interview

Posted Leave a commentPosted in Personal finance, Web finds

One of my favorite things to listen to in the background are interviews with influencers that occasionally say something to get me thinking about something I might not otherwise have thought of. ¬†Today I happened to be listening to a 2015¬†interview of Michael Milken with ASU Professor Jeff Cunningham. Among other things, I was surprised […]

Funding your 2016 and 2017 IRA now and automatically – the #MillionDollarDifference

Posted 1 CommentPosted in Investing, Personal finance

There are still two more months before the April 16th, 2017 deadline to make a 2016 contribution to your Individual Retirement Arrangement (IRA) account, and whether you open one with GFM or continue with your existing provider I will usually encourage you to “just do it” if you have qualified earned income. ¬†I have separate […]

Invest by Model or by Judgement? Join the #Buyside Debate @LipperLeaders @thomsonreuters

Posted Leave a commentPosted in News

Thomson Reuters advertised the question of whether predictive modeling or human judgement is more important to generating alpha by fund managers on the site As of the time I cast my vote, opinions still seem evenly split, but with more conviction on the model side than the human judgement side (and I doubt that’s […]