Strategies for investing in inflationary and recessionary times
Upcoming SlideShare
Loading in...5
×
 

Like this? Share it with your network

Share

Strategies for investing in inflationary and recessionary times

on

  • 548 views

Learn professional investor David Campbell's ( www.HasslefreeCashflowInvesting.com ) predictions for the US economy, and strategies to profit from an elongated recession and impending inflation.

Learn professional investor David Campbell's ( www.HasslefreeCashflowInvesting.com ) predictions for the US economy, and strategies to profit from an elongated recession and impending inflation.

In part one of this three part webinar series you will learn:

1) about currency devaluation, why it's happening to you, and what to do about it.
2) why the global recession will get worse and which investments you absolutely want to avoid!
3) how to leverage these "interesting times" to your profitable advantage

Statistics

Views

Total Views
548
Views on SlideShare
548
Embed Views
0

Actions

Likes
1
Downloads
5
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Strategies for investing in inflationary and recessionary times Presentation Transcript

  • 1. Investing Strategies for Recessionary and Inflationary Times Hosted by David Campbell
  • 2. David Campbell Principal or key advisor in over $800 million in real estate transactions Apartments, office, medical, retail, hospitality, winery, condo-conversion,and production home building His companies have held real estate interests in California,Texas, North Carolina, Delaware, Mexico, Canada, and Belize
  • 3. Why we do what we do Our Philanthropy: helping other people live moreabundant lives by giving the knowledge and support for others to invest with mental tranquility. 3
  • 4. Disclaimerfor educational purposes onlyNOT investment, legal, or tax advicenothing sold on this webinar 4
  • 5. Today’s topics1) currency devaluation, why its happening to you, and what to do about it.2) why the global recession will get worse and which investments you absolutely want to avoid!3) how to leverage these "interesting times" to your profitable advantage 5
  • 6. Currency = Price ??? $40,000 $20,000 ??? ??? $30,000 $10,000 ???Currency creates price confusion 6
  • 7. Price does NOT = Value
  • 8. Exchange Value Not PriceCurrency is just another medium of exchange 8
  • 9. Democracy’s VicesDemocracy is the unequal sharing of blessingsCommunism is the equal sharing of misery - Winston Churchill
  • 10. True cost of government?
  • 11. True cost of government? taxes velocity printing
  • 12. On August 15, 1971, the United Statesunilaterally terminated convertibility of the dollar to gold. November 1955 - April 1975 (19 years, 180 days)
  • 13. On August 15, 1971, the United Statesunilaterally terminated convertibility of the dollar to gold. November 1955 - April 1975 (19 years, 180 days)
  • 14. Unlimited spending = unlimited power
  • 15. Until theparty’s over
  • 16. You’ve been swindledVelocity: consumer confidence influence over inflation Printing: supply of currency influence over inflation Taxes: reduces supply of currency
  • 17. What do I do? 17
  • 18. Don’t panic!We’ve been here before… over and over again. 18
  • 19. David’s Top 10 List1. Be wise when holding cash or paperinvestments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 20. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 21. If prevailing rate goes DOWN, price of bond goes UPIf prevailing rate goes UP, price of bond goes DOWN 2012
  • 22. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 23. Positive ArbitrageBorrow at 5% invest at 7% 2% profit 23
  • 24. Negative ArbitrageBorrow at 7% invest at 5% 2% loss 24
  • 25. Arbitrage ConfusionBorrow at ???% invest at ???% ???% profit 25
  • 26. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commoditiesrather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 27. Exchange Value Not PriceCurrency is just another medium of exchange 27
  • 28. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will usein any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 29. Medical OfficeLow end retail(price of gas?)
  • 30. Modest Housing
  • 31. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that givedeceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 32. Bought IBM stock @ $10 $20,000 2000 sharesSold IBM stock @ $15 $30,000 2000 shares
  • 33. Bought IBM stock @ $10 $20,000 2000 sharesSold IBM stock @ $15 $30,000 2000 shares Buy @ $20,000 Sell @ $30,000 PROFIT: $10,000 Less Tax: $2,500 NET PROFIT= $7,500 NET CASH = $27,500 NO ENOUGH FOR A CAR
  • 34. Expenses paid by tenantRent indexed to inflation
  • 35. Mortgage repaid with devalued currency$500,000 mortgage$25,000 car20 cars$500,000 mortgage$50,000 car10 cars
  • 36. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 37. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things risingrapidly in price (gas / food / imports)10. Buy goods rising less rapidly in price (eg, housing / exports)
  • 38. David’s Top 10 List1. Be wise when holding cash or paper investments2. Don’t buy bonds3. Get fixed interest rate mortgages.4. Invest in durable goods or commodities rather than in money.5. Invest in things that people will use in any economy.6. Invest for long-term capital gains,7. Avoid short term investments that give deceptive sense of making profits.8. Learn about bartering9. Reduce dependence on things rising rapidly in price (gas / food / imports)10.Buy goods rising less rapidly in price (eg,housing / exports)
  • 39. And two more…Build good support teams now Be a lifelong learner
  • 40. MARKET CYCLE
  • 41. MARKET CYCLE BUY HERE
  • 42. MARKET CYCLE
  • 43. MARKET CYCLEBUY HERE BUY HERE
  • 44. Questions / ConsultationDavid@HasslefreeCashflowInvesting.com 707-373-9966