I know it’s hard to believe, but this is a current chart of our latest addition to the Trustee Portfolio.
Notice the recent performance…looks a lot different from the major tech stocks that powered the market higher for years. Those don’t look so good right now…
Some of them look horrendous. I’m sure you don’t need the reminder.
But what most people miss now is, it’s a new season. What worked or didn’t work before won’t look the same this season.
It’s like we’re unable to hear, much less believe, the direct message out of Washington. The growth at any cost years are over. The endless streams of free money for every idea are too.
And what’s left is…maybe better than the go-go stocks.
Not The First Time
It’s a lot like what happened in the 2000 tech blow up. The stocks that powered that move, take Cisco Systems (CSCO) for example, they stuck around, but never recovered the prior highs. John Chambers was the Jensen Huang of that era…without the leather jacket. But Chambers was every bit the guru.
And If you bought CSCO at the ~$80/sh top in early 2000, you’re only sitting on a ~25% loss…twenty five years later.
We do not own CSCO in the Trustee Portfolio. But you don’t know that, because you’re faceplanting into the paywall at the end of every TTL issue. There’s a whole world beyond it...
And maybe you don’t know that… because we don’t advertise. Surely you notice that. Advertising is annoying, and we won’t do it. It cheapens the work.
We will however occasionally remind you there’s a paywall, and give you incentive to cross it. And now’s a great time, considering the entire engine driving the markets for 15 years just took a fork in the road. We’re not waiting around for it to come back either.
What we’re doing is shifting with the narrative. From growth to necessity…and it looks pretty good. As you see in the first chart above…which is our latest addition to the Trustee Portfolio… and you missed it yesterday.
But we’re offering you the following hoping you’ll give us a chance to earn a long-term relationship with you. TTL is here to stay, but the price is not.
As we hit certain subscriber milestones, we raise prices. So far, it’s about every ~18 months. Think of it like our version of the periodic Bitcoin halving… but less technical.
That means jumping in today fixes your price at today’s rate. That’s right…we’ll eat future inflation, as long as you stay subscribed.
Give us a shot today using this link and explore:
The better half of each issue…which you’re currently missing
Full access to the Trustee Portfolio
E.B.’s Postscript at the end of every issue after his signature
Fixed pricing at today’s annual rate as long as you stick around
It’s hard to beat…you have until the end of the month to act on it.
And please do… because we’re so confident you’ll stay locked in to your irreplaceable pricing, we’re willing to let you cancel at anytime. Just reply to any issue letting us know, and it’s done. This is a come and go as you please publication.
As always, thank you for reading, forwarding, and supporting TTL.
Back with more in two weeks.
E.B.
Here’s the link one more time, in case you missed it.