This newsletter is sponsored by PHEMEX, the world's best crypto exchange for both spot and leverage. Sign up with the link above and get some free Bitcoin - up to $3600 worth. “Hard times create strong men. Strong men create good times. Good times create weak men. Weak men create hard times.” - G. Michael HopfThe origin of this quote is the post-apocalyptic novel titled, “Those Who Remain.” This cycle is a simple, yet powerful, concept that is extremely important to every one of us.*The inspiration behind today’s lesson stems from the current Russian-Ukrainian conflict. I am by no means qualified to directly comment on it, beyond its relation to markets and history*What historians may consider cyclical, market analysts consider mean reversion. These two ideas are cut from the same cloth. Seth Klarman (American billionaire investor) has a quote that I like on this topic. “High uncertainty is frequently accompanied by low prices. By the time uncertainty is resolved, prices are likely to have risen.”When it comes to markets, nobody understands this concept better than value investors. Value investors sit on their perch from afar, prepared to zig when the crowd zags. As markets bleed into uncertainty, and as concerns become fear, and fear becomes panic, the value investor sees opportunity. Value investors know that mean reversion is a near certain reality in markets, much like historians know that history repeats itself. The value investor begins to watch the worst-case scenario unfold, knowing that a little bit of patience will yield high returns. They don't pretend to know when things will get better, they just know that they eventually will and are armed with the patience to wait it out. A historian can connect facts and events with their arsenal of knowledge to predict future events. The value investor watches metrics and analytics to identify a deal and capitalize.Can it get worse? Of course. The Fed can fail at offering a soft landing. Nukes could start flying or Russia could declare war beyond Ukraine. China could take this opportunity to invade Taiwan or the Euro could collapses. There are also unforeseen factors that could arise. Humans are unpredictable.But there are also ways that this can get better. If Russia slows down or the war comes to a quick end, or if the Fed turns dovish, we could see a huge recovery. There are no perfect buying opportunities. We won't know that the bottom is in until it has passed. Value inventors, it’s your time to shine.I do not want you to just see the world right now as an opportunity for profit. The sad truth is that lives are being disrupted in violent ways, which is the ugly reality of our world. Nigeria is struggling with Boko Haram, Syria and Yemen have their own civil wars, Iraq and Afghanistan continue their struggles, and now Ukraine is under attack. There are many more examples.War and conflict are in our nature. Weak men eventually create hard times.It is my belief that you can be outraged and hurt by what is happening, but still secure your finances to better your life. These concepts are not mutually exclusive or immoral.In This Issue:Hard Times Create Strong MenBitcoin Thoughts And AnalysisAltcoin ChartsLegacy MarketsHow Markets Are Affected by WarBitcoin Donations Are Pouring InEthereum Staking To Become More AttractiveMy Recommended Platforms And ToolsIF YOU HAVE ANY ISSUE WITH THE NEWSLETTER OR YOUR SUBSCRIPTION, PLEASE CONTACT: PREMIUMSUPPORT@GETREVUE.CO
The Wolf Den #444 - Hard Times Create Strong Men
The Wolf Den #444 - Hard Times Create Strong…
The Wolf Den #444 - Hard Times Create Strong Men
This newsletter is sponsored by PHEMEX, the world's best crypto exchange for both spot and leverage. Sign up with the link above and get some free Bitcoin - up to $3600 worth. “Hard times create strong men. Strong men create good times. Good times create weak men. Weak men create hard times.” - G. Michael HopfThe origin of this quote is the post-apocalyptic novel titled, “Those Who Remain.” This cycle is a simple, yet powerful, concept that is extremely important to every one of us.*The inspiration behind today’s lesson stems from the current Russian-Ukrainian conflict. I am by no means qualified to directly comment on it, beyond its relation to markets and history*What historians may consider cyclical, market analysts consider mean reversion. These two ideas are cut from the same cloth. Seth Klarman (American billionaire investor) has a quote that I like on this topic. “High uncertainty is frequently accompanied by low prices. By the time uncertainty is resolved, prices are likely to have risen.”When it comes to markets, nobody understands this concept better than value investors. Value investors sit on their perch from afar, prepared to zig when the crowd zags. As markets bleed into uncertainty, and as concerns become fear, and fear becomes panic, the value investor sees opportunity. Value investors know that mean reversion is a near certain reality in markets, much like historians know that history repeats itself. The value investor begins to watch the worst-case scenario unfold, knowing that a little bit of patience will yield high returns. They don't pretend to know when things will get better, they just know that they eventually will and are armed with the patience to wait it out. A historian can connect facts and events with their arsenal of knowledge to predict future events. The value investor watches metrics and analytics to identify a deal and capitalize.Can it get worse? Of course. The Fed can fail at offering a soft landing. Nukes could start flying or Russia could declare war beyond Ukraine. China could take this opportunity to invade Taiwan or the Euro could collapses. There are also unforeseen factors that could arise. Humans are unpredictable.But there are also ways that this can get better. If Russia slows down or the war comes to a quick end, or if the Fed turns dovish, we could see a huge recovery. There are no perfect buying opportunities. We won't know that the bottom is in until it has passed. Value inventors, it’s your time to shine.I do not want you to just see the world right now as an opportunity for profit. The sad truth is that lives are being disrupted in violent ways, which is the ugly reality of our world. Nigeria is struggling with Boko Haram, Syria and Yemen have their own civil wars, Iraq and Afghanistan continue their struggles, and now Ukraine is under attack. There are many more examples.War and conflict are in our nature. Weak men eventually create hard times.It is my belief that you can be outraged and hurt by what is happening, but still secure your finances to better your life. These concepts are not mutually exclusive or immoral.In This Issue:Hard Times Create Strong MenBitcoin Thoughts And AnalysisAltcoin ChartsLegacy MarketsHow Markets Are Affected by WarBitcoin Donations Are Pouring InEthereum Staking To Become More AttractiveMy Recommended Platforms And ToolsIF YOU HAVE ANY ISSUE WITH THE NEWSLETTER OR YOUR SUBSCRIPTION, PLEASE CONTACT: PREMIUMSUPPORT@GETREVUE.CO