“Since the end of World War II the longest it has ever taken an investor to recover an original investment in the stock market was the five-year, eight-month period from August 2000 through April 2006 (68 months).”
―Jeremy Siegel
Greetings,
 
Welcome to my November Client Newsletter #152 for the goal-focused, long-term, equity investor.
 
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NICK MURRAY's CLIENT's CORNER NEWSLETTER
November 2024
Where Are The Crashes Of Yesteryear?
In this month’s edition Nick conducts an analysis that captures two of the three 50% hits (2000-02 and 2008-09), plus the COVID panic (down 34% in 33 days), plus the inflation spike and draconian Fed tightening of 2022 (down 25% in ten months). An investment at the top, just before the dot-com bubble imploded, has compounded to six times its original value
QUICK TIP OF THE MONTH
BOOK OF THE MONTH
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
PODCAST OF THE MONTH
Retail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. 
VIDEO OF THE MONTH
How will generative AI create value for consumers? A few areas are emerging, notes investment analyst Brad Barrett. In this episode of the Capital Ideas podcast, he shares with host Mike Gitlin how customers may soon benefit from digital advertising, agentic chatbots and creative tools.
MONEY MEMES AND A LITTLE HUMOR

Michael Paulding Thomas

Financial Advisor, Registered Representative, Securities Principal. Series 6, 26, 63, 65, Life

 

Since 1989 I’ve been helping families make smart choices about building a guaranteed income during retirement.

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Securities offered through Innovation Partners, LLC. Member FINRA/SIPC


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