4. March 13, 2014
What Bull ?
Not:
Bull Fights in Spain or Portugal
Bull Runs in Pamplona …
Nor anywhere in Spain,
Nor any other country
The Bull = Worldwide Equity Bull Market
Full show on: Wealth DNA radio …
www.WealthDNA.us
5. Why Should you Care?
Everyone should be an investor …
Investor: Money works for you
Alternative: Work for Money, or rely on
Government support
Equity market is a leading indicator of
Economy (6-12 months)
To avoid losing $ in downturns
Other?
March 13, 2014
6. March 13, 2014
Many thanks to …
J.P.Morgan Asset Management
Prepares the “Guide to the Markets”
Quarterly update of great information
Russ Wiles
Personal Finance Writer for …
Arizona Republic
www.AzCentral.com
7.
8.
9. March 13, 2014
Key Point
There are ONLY 2 ways to Invest:
Owning – stocks/equities, real
estate, gold, commodities, …
Loaning – bonds, mortgages, car
loans, friends (collateral?)
Owning generally has better Long-term
Gains & Growth
Loaning generally has more stable
income, less volatility (= risk)
10.
11. March 13, 2014
Key Point
There are ONLY 2 ways to Invest:
Owning – stocks/equities, real
estate, gold, commodities, …
Loaning – bonds, mortgages, car
loans, friends (collateral?)
Owning generally has better Long-term
Gains & Growth
Loaning generally has more stable
income, less volatility (= risk)
12.
13. March 13, 2014
Effects of Fed ZIRP?
Helped some – Hurt others:
Helped: Govt. (borrowing cost), Home
buyers, Investors: Stock, real
estate, gold, commodities, who are more
affluent …
Hurt: – Savers, those on fixed
income, poor, …
i.e. Washington policy has helped widen the
Wealth Gap !
14.
15. Bond Prices vs Interest Rates
Interest
Rates
Bond Prices
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26. Pessimistic Signs …
Few Bull markets last > 5 years
Very few Bull markets have returns > 178%
Interest rates rising
Economy recovering very slooooowly
Several wars & revolts around the world
Political dysfunction & incompetency in
Wash DC
More & more regulations
Potential Decline of US$
Other?
March 13, 2014
27. Optimistic Signs …
Economy not heading into recession soon
Other Equity markets still below highs
Real Estate still far below it’s peak
Lots of money in bonds that could shift to Owning
investments
High Percentage of assets still in cash
Banks have $2.3 Trillion that could be Lent out !
Consumers & Investors far from Euphoric
Growing US Energy Independence
Other?
March 13, 2014
28. March 13, 2014
Contact
Ron Nawrocki (aka The Ronald)
B.I.Solutions Corp.
Verrado
Tel: 1-623-249-4792
Ron@WealthDNA.us
Ron@EarnAHigherReturn.us
Ron@TheRonald.us
Proven, Profitable, and Positioned for Growth