Author Topic: REALWEALTHMANAGEMENT  (Read 45671 times)

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Offline Panda

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Re: REAL WEALTH MANAGEMENT
« Reply #105 on: June 19, 2018, 02:33:18 PM »


« Last Edit: June 23, 2018, 03:28:57 PM by Panda »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Offline momopi

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Re: REAL WEALTH MANAGEMENT
« Reply #106 on: June 21, 2018, 09:26:13 AM »

For translation and subtitle, you might want to hit up the online forum for viki.com or dramafever.com, see if anyone is willing to do it as a favor.  They work on Korean drama subtitles all day and is quite good.

Offline Panda

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Re: REAL WEALTH MANAGEMENT
« Reply #107 on: June 23, 2018, 03:25:26 PM »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Offline Panda

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Re: REAL WEALTH MANAGEMENT
« Reply #108 on: August 15, 2018, 12:03:59 PM »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Offline Panda

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Re: REAL WEALTH MANAGEMENT
« Reply #109 on: August 15, 2018, 12:05:29 PM »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Offline Panda

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Re: REAL WEALTH MANAGEMENT
« Reply #110 on: November 03, 2018, 04:20:13 PM »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Offline Panda

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Re: REALWEALTHMANAGEMENT
« Reply #111 on: November 22, 2018, 10:10:40 AM »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Re: REALWEALTHMANAGEMENT
« Reply #112 on: December 25, 2018, 01:30:55 PM »
What happened in the year 1937? The economy remained strong going into early 1937. The stock market was still rising, industrial production remained health, and inflation picked up to around 5%. The second tightening came in March 1937 and the third in May 1937. While neither the FED nor the Treasury anticipated that the increase in required reserves combined with the sterilization program would push rates higher, the tighter money and reduced liquidity led to a sell-off in bonds and a rise in the short rate. Treasury Secretary Morgenthau was furious and argued that the Fed should offset the panic through open operations to make net purchases of bonds. He ordered the Treasury into the market to purchase bonds itself. Fed Chairman Eccles pushed back on Morgenthau urging him to balance the budget and raise tax rates to being to retire debt.

In the financial markets, the combination of monetary and fiscal tightening created a significant selling-off in risky assets. Stocks fell the most, but home prices stopped their gains and dipped negative. Credit growth slowed as well, both in aggregate and accross all sectors. Nonfinancial business credit creation fell to almost - 2%, and household credit creation was slightly less negative at about - 1%. Spending and economic activity fell as a result. With that downturn, unemployment rose to 15%, though it was more like a short uptick, especially in comparison to the punishingly high rise at the start of the decade, the Great Depression of 1929 - 1931. Stocks bottomed a year later, in April 1938, declining a total of 60%.
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

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Re: REALWEALTHMANAGEMENT
« Reply #113 on: January 04, 2019, 04:05:55 AM »
It is fun sometimes reading your own older TI posts. This was written little over 2 years ago. Although my 10 treasury is off on the timeline years, the direction of the rates falling is correct. Over the past 20 years of investing, what I realize about myself is that the Macro calls I make are usually correct, but it is the exact timing that often get wrong. This is the reason why I never short the market as I know exact timing / trading is not what I am good at, but investing on the long term macro trends.


The ten year hit 3.15 in Oct 2018 and started its steady decline. The dollar also peaked at 102.98 at the end of 2016 and early 2017.

Re: REAL WEALTH MANAGEMENT
« Reply #63 on: October 26, 2016, 07:50:13 PM »





Take a look at this 10 Year Treasury Bond Channel. As you can see, yields have declined steadily since 1989, largely because of the falling inflation trends. When such yields get near the bottom of this channel, they tend to rise. And when they near the top, they tend to fall. It has been a pretty consistent pattern. Rates hit the bottom of this channel at 2% at the end of 2008. We saw another decline into late 2012, which finally bottomed at 1.38%. Since then, they've been rising off and on and just hit a new all-time low at 1.36% in early July 2016. It's likely that the current rise will match what we saw after the Taper Tantrum of 2013, when rates moved off of 1.38% to reach 2.98%. So I think it is very possible that we'll see rates hit the top of this channel in the next several month, touching around 3.0% to 3.1%. I believe that Yellen will raise rates come December 2016.

Why would this occur? The Fed and central banks have created this monster through a "something for nothing" highly leveraged trade from its zero short term rate policies, making speculation and leverage cheap, and by continuing to buy their own sovereign bonds and push yields down and values up. Hedge Funds and traders simply lever up and buy futures( commericials ) are record short and the dumb money large specs are net long. That signals a major shift in rates upward over the next several months. If this occurs, holding cash, cash flowing assets, and fixed income trade would be the sound investment strategy. The next opportunity I see is in the U.S. Dollar. I see the dollar rising strongly at least into mid 2017 compared to a basket of 2 major trading currencies.
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

http://www.biggerpockets.com/users/Panda
http://www.johnscreekrealtypartners.com

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Offline Panda

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Re: REALWEALTHMANAGEMENT
« Reply #114 on: January 30, 2019, 04:26:07 PM »
mReits and Reits have been my investment strategy for many years. The Power of DRIP investing.

Quote from Jim Rogers

"The way you become a successful investor is by investing only in what you yourself have a wealth of knowledge about."



« Last Edit: January 30, 2019, 04:56:23 PM by Panda »
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

http://www.biggerpockets.com/users/Panda
http://www.johnscreekrealtypartners.com

Offline Panda

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Re: REALWEALTHMANAGEMENT
« Reply #115 on: February 01, 2019, 02:22:49 PM »
How many of you actually own a brick and mortar REIT or a Mortgage REIT in your retirement account?
James Park, MBA
Investment Real Estate Broker
CalBRE# 01894781, NMLS License # 1572291
Direct: (678) 865-6250
Email: jpark@johnscreekrealtypartners.com

http://www.biggerpockets.com/users/Panda
http://www.johnscreekrealtypartners.com

 

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