December 2018

Happy New Year everyone!

Goodbye 2018, I won’t really miss you much!

Hello 2019, I can’t wait to get to know you better…

For New Year’s Eve, I celebrated [click to continue…]

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Goals, Goals, Goals (December 31, 2018)

by FI Fighter on December 30, 2018

in Goals

No beating around the bush and sugarcoating anything — I had a most dismal/miserable/pathetic 2018 and am looking most forward to saying good riddance to such a shit year.

Granted, it’s all about perspective, though, and there’s really no use in [click to continue…]

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Not a Believer… (December 27, 2018)

by FI Fighter on December 26, 2018

in Stock Investing Thoughts

bear - 1

… In this stock [click to continue…]

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Merry Christmas 2018!

by FI Fighter on December 25, 2018

in Random Updates

Merry Christmas everyone! I know that I promised I would try and get the latest newsletter out before Christmas, alas, I got close to finishing it off but then got caught up with the holiday season… and spirit.

It’s been an extremely tough (brutal) year in the markets, and there’s a ton of things to say, but you know, sometimes you just have to find a way to put that aside and re-focus on the important stuff in life…

This Christmas, same as last year, I spent it in Manila…

For this year, I ended up at Rico’s Lechon, located in the Tiendesitas shopping complex (Pasig).

1/2 kilo of spicy lechon… Comfort food, at its finest!

Certainly, I’m doing my best to have a good time out here, but no question I miss everyone back home in the Bay Area. Shout out to you all, and to all the readers scattered across the globe.

Christmas season is a great time to reflect, no doubt…

Lots of things didn’t go right this year for yours truly, but there were many silver linings as well, some of which I am most grateful for.

As you all know, around mid-year, I was fortunate enough to be able to eradicate myself out of a most horrid situation in Shitcago, selling some rental properties at a MASSIVE LOSS, but nevertheless, the peace of mind gained from being able to move on with my life unencumbered by that nightmarish mess is… priceless.

And since I’ve been back in Manila, you can say that I’m a changed person, again, hopefully for the better…

 

Just trying harder to appreciate all the good things in my life…

Finding inner peace…

Letting go of the past… All the mistakes/fuck ups/disasters/heartbreak/etc.

 

Life goes on, whether you’re ready for it or not…

 

But this time of year, there’s really nothing like Christmas…

 

 

So, I do apologize for being late (again) on the newsletter, but I really did my best and got up to 4,000 words or so of writing before I ultimately decided I had to call it a day…

 

And enjoy the Christmas holiday.

 

Now, it’s back to work…

 

Fight On!

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Holy Toledo, this market sell-off/hysteria/nightmare is getting real UGLY, fast! Outside of cash, almost nothing is safe these days… Now, I realize that general equities and investors/speculators have been beyond blessed in recent memory, staging an almost unbelievable bull market (lasting ~decade), but as the saying [click to continue…]

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The markets have been BLOODY RED as of late (some more than others), and as readers know very well, usually when there’s a lot of pain being felt, I start to pay more attention… Trying to look for opportunities.

Easier said than done (2018 has certainly been a most humbling year for many investors/speculators), but hey, we have to try don’t we?

Here’s a broader, macro view of 2018 performance across various sectors…

Coupled with the fact that we are nearing the end of the year (most everyone is on holiday/vacation), there’s most likely a lack of interest (liquidity) in certain names, and if history is to be used as a guide, some of the best deals typically become available during December…

I mean, just look at the chart below, and you should be clearly able to see that certain sectors like lithium have been absolutely annihilated in 2018…

Can we say life-changing LOSSES, for those unfortunate enough to have “backed up the truck” near the top?!?

Despite strong evidence that electric vehicles (EVs) are starting to enter a hyper-growth phase and some big $$$ deals having taken place in the past few months…

Buying opportunity or is it a trap?!?

Who really knows, but as someone who has seen his fair share of booms and busts while dabbling in the mining space, I’m inclined to guess that it’s the former as opposed to the latter

But really, it’s anyone’s guess and as always, I don’t know jack shit about anything… so please keep this in mind and speculate at your own risk!

Anyway…

If there’s one thing that I’ve learned which just keeps on repeating over and over again:

 

Retail investors buy with no fear during market rallies, interim tops… These same retail investors cry a river and panic sell out of their positions when there’s blood in the street, capitulating at interim bottoms…

 

In the Game of Speculation, it’s all about FEAR and GREED that dictates what people will do with their money…

 

Right now, in some sectors, there is a paramount of FEAR, and from a risk vs. reward perspective, these industries are the ones that appeal the most to me…

 

Anyway, I’ll be sharing my full thoughts in the next newsletter which I promise I will be working hard on to finish and release before Christmas!

 

Happy Hunting!

 

Wishing your family and you all the best,

 

Jay

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Chasing Experiences (Not Money)

by FI Fighter on December 14, 2018

in Thoughts, Updates

Although there are many things that brought me out to the Philippines (for starters, I have a strong preference/affinity to being around warm weather), one thing that I was hoping to be [click to continue…]

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Crazy Markets (December 8, 2018)…

by FI Fighter on December 7, 2018

in Precious Metals Updates

Looks like we have been and will be continuing to experience some year-end turbulence in the markets this year…

Check this [click to continue…]

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Gold is one of those quirky conundrum type of “investments”… I use the term “investment” quite lightly because even though the shiny yellow metal has been around for centuries, it’s still something that is totally misunderstood and umm hated by most of society… For gold bulls, “investing” in pet rocks has been more or less a lost cause (losing proposition) since 2011/2012, especially if we are taking about the total returns put forth by the mining stocks associated with Atomic Number 79.

We are talking about some pathetically atrocious value creation for shareholders…

Anyway, one main reason investing/speculating in [click to continue…]

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Life in Mandaluyong (December 2, 2018)

by FI Fighter on December 1, 2018

in Philippines, Travel Updates

Greetings and salutations from Mandaluyong! In case you were wondering, although I’m still in Metro Manila, I recently moved away from Bonifacio Global City (BGC) over to Mandaluyong (only a stone’s throw away, but still takes an eternity to get to during rush hour traffic) in an attempt to try something new…

Well, I’ve got my reasons for [click to continue…]

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