Newsletters - Past Issues

Money Matters Update- April 20, 2016

 

 

 

                                                                                               Grand Canyon by plane                           Giants Preseason Baseball

 

 

Marc's Notes:

I stayed in Phoenix, Arizona a few weeks back, guest of a San Francisco Giants spring training game and being my first time in Phoenix, I found the city to not be lacking in space. Everything there is spread out as if there was any hankering to make a street longer just to make it longer, Phoenix might be the place that did it.

I mean, some destinations just seemed to be farther out just to be farther out. Often the street and byways were wider than necessary and empty lots filled the spaces between destinations. It was as if city planners said “we are in the middle of the desert with more land than God so let’s double the distance between places just in case we want to fill it in later”. Either that or “lets flaunt our plethora of wasted space to make big city visitors jealous”.

Whatever the reason, I found myself going “holy cow, look at all this wasted space” or “Man o’man, I can’t believe it’s taking me 30 minutes to find an Outback Steakhouse”.

You would think a place like Phoenix would have a ton of Outback’s and they actually have 3 (all 30 minutes from each other) and many more chain restaurants just like it. It was just that everything was so spread out no matter where you were, everything seemed to be 30 minutes away.

The stadium was 30 minutes, the airport was 30 minutes, finding a steak was 30 minutes, the hotel was 30 minutes. Heck it even seemed making my way to the bathroom took 30 minutes (well that’s an exaggeration of course). So traversing Phoenix was making sure you had plenty of gas and plenty of time and you had to leave early for everything.

The streets were way wide so driving by brail was super fun, waiting with eyes shut to hear the proverbial “bumpity, bump, bump” of the highway buttons to know you were straying into dangerous territory. What fun I had. (Don’t try this in Los Angeles).

The rental car company gave me what I call the “Rubik’s cube” of Ford.  A sort of delivery vehicle with 6 seats, square as a Texas dance and with TONS of head room. It was the kind of car that looked like the Nissan Cube but it was a Ford. It was originally sold as a custom delivery vehicle but was cheap (hey, it’s a Ford) so the rental agency bought a ton of these and rented them as “minivans”.  HAHAHA, it was quite a shocker seeing this block of square metal upon arriving at my rent a car slot and when I got in, I noted the roof was literally 2 feet above my head, I kid you not. It had a weird sort of shelf above me that was so odd shaped the only thing I could fit in there was my crumpled up sweater.

The “cube” drove ok although it lacked power and was noisy but the view from inside reminded me of “Wayne’s World” Chevy Pacer which they made with huge windows. The cube kind of grew on me and eventually I thought if I ever have a second house somewhere this would be the perfect car to park for 9 months than run around town in during my stay. It got ok gas mileage but not great for the unpowered motor it had

(hey it’s a Ford) and was cheaper to buy then a Mini-Cooper ( I think) with way more space. That’s IF you don’t mind the weird looks that you get from other drivers thinking you are the Adams family or Clampetts with no clue as to what one SHOULD NOT BUY.

 

But I don’t care, I laughed the whole way and continued to marvel at the ridiculous nature of this car every time I came upon it in the parking lots, having forgotten about it every time I left it somewhere to go do something. So goes the cube. Anyway the trip was event packed and in the last newsletter I showed you a few pictures from my hike so I hope you enjoyed that and today’s travel edition of the world as seen through “thine own eyes”, (Star Wars line from Return of the Jedi”).

Peace and tranquility to you, but leave early and allow 30 minutes. :)

 

Markets:

Meandering I guess is the best way to say it. Continued strength in many sectors including gold, commodities, healthcare and others. The Dow appears to have no fear as it attempts to assault the 18,000 level. A far bit more enjoyable then the bloodbath we witnessed in January. Nobody knows where it goes of course until after it has arrived so past movements are no indication of future glide paths but we added a few small positions to take advantage of what appeared to me to be nice trends in certain areas.

Existing clients can view their statements and trade confirmations to see our thinking and what we added.

Any dividends or payments can also be viewed on your statements or on your brokerage account website.

Non-clients wishing to discuss options, get a no-cost review or just hear our way of investing can email me at mcuniberti@cambridgesecure.com or call my office to set up an appointment. (530) 823-2792.

Watching the markets so you don’t have to,

Marc

No Money Matters this Thursday or next due to the membership drive. Next show is first Thursday in May. 

 

Want me to speak at your event? Just send me an email.

Want to me to discuss your holdings? Again just email me.

 


 

Seminar completed! Available for talks at your group! Update April 11, 2016

Hello Money Matters fans and investor enthusiasts. We had a great seminar at the NC Winery last week with a great turn out!

If you couldn’t make it, don’t worry, we are scheduling another one so stay tuned to Money Matters newsletters and get on our mailing list by subscribing to our website Moneymanagementradio.com. If you would like me to speak at your meeting or organization or know of an organization that might like me to give a talk, let me know! There is no cost or obligation to have me do so and talks range from half an hour for up to 3 hours if need be.

Looking forward to seeing all of you soon!

Marc

PS: I set aside the next 3 weeks to meet with you or anyone who might want a no cost evaluation of their portfolio. Email me at mcuniberti@cambridgesecure.com to make a appointment!

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Travel log:
I once went to Hawaii with another couple and the woman of this other couple was a loon (to put it mildly). I made the mistake of letting her drive. With me trying to talk some sense into her as she drove 100 mph with me in the back seat of a convertible mustang, she said "you have to face your fears". I thought... humm.... I fear getting hit by a train but that does not mean I plan to stand on an active train track at some point.

Anyway I survived and she drove me to drink heavily that evening (although I never called her to thank her) but that statement stuck with me. So here I am on my Southern States US trip for business and pleasure after hiking up a few thousand feet on what was deemed a "strenuous" hike to the "vortex" by Sedona Arizona (the Carmel of Arizona). Keep in mind I am scared of heights. In back of me is a steep drop and the winds in there swirl and howl and its supposed to be some sort of magical experience. If you call me s******g a brick magical, well ok then, but I gathered my wits and "faced my fears"  (thank you crazy woman) and although I look calm and sedated, I was anything but. (Son in background left but do not let the picture fool you, it was mega hairy). So I scrambled up the steep cliffs (having lossed 22 pounds by way of the adultery diet and no its not what it sounds) and when I arrived here I nailed my foot to the rock by way of an aluminum peton and yelled to my oldest boy to "Take the f....g picture before I pass out!"   He said "look happy dad" and I retorted "Take the picture or you will never walk again!".

So here it is. Note my feet are not in the picture on purpose so you cannot see the head of the peton sticking out of my right boot.

 

After several wraps of bandages and three yanks to remove said peton from my expensive Ridgeline boots, I then went to go down and drink heavily when my two boys said "how about a picture of the 3 of us Dad?" Having extricated the aluminum spike I now had no way of securing myself to the rock ledge and now had to once again traverse the cliffs to arrive again at the "vortex" but now had to wait for my 2 boys to arrive and then convince someone to snap another photo. You will note how Dad is holding onto the middle boy with both hands to insure if I goes, he goes. Sort of like "kill the tortise when I die because I can't stand to have that thing live longer then me".

Anyway it reminded me of a hotel I stayed in Mexico on the 26th floor and saw a Mexican guy on a board suspended by manila rope washing the outside of my window hundreds of feet up. He had no harness but a large piece of rope around his waist. Never mind the fact if he fell he would snap in 2 as he had no harness, just this rope, but as I leaned a bit more over to see more I noticed he was not tied to the board nor the suspending rope but to another guy. I kid you not. Talk about bonding!

I never did see either of them the next day but the board was still there so I have no idea what happened.  Well anyway, as you can see I am holding on for dear life but we got the photo and I survived the trip down (going DOWN a mountain is WAY WORSE then going up) despite a peton sized hole in my foot and boot and those damn bandages dragging the whole way as to make me look like some kind of mummy had crawled out of some ancient cave somewhere farther up the mountain and was looking for a meal. Notice again toe of right boot is not in photo. I photo-shopped the blood, sinew, bandages and the like out of the photo for deceny. Its not a smile, its a grimace~

Markets:

Solid recovery in indices in the last few weeks for sure. Markets appear to be under little stress at this time but that can change as we all know! With the elections in plain sight, most of America is focused on the candidates. A Federal Reserve meeting yield a “Stand pat” stance on interest rates citing concerns about markets in general and employment data. (Federal Reserve Minutes). Oil prices saw their biggest increase in 2 months and a lack of any negative market moving news seems to have placated investors at this particular time.

The Dow remains in the 17,000 range, off their recent lows and volatility has ebbed. We carefully watch the markets for any signs of imminent moves and continue to diversify portfolios with both “risk on” and “risk off” type holdings and strategies as well as implementing stop loss points and trailing stops to adhere to proper risk management and retain positive attributes in all portfolios. With summer coming and the fall elections, there are indeed possible catalysts which must be considered as we transverse along 2016. Stay tuned to Money Matters, our show and our newsletter to keep abreast of take on the markets and our portfolios.

Watching the markets so you don’t have to,

Marc


 

April 5, 2016 Seminar this week!

Hey everybody, there is still time to sign up for my no-cost seminar in investment strategies and ideas for todays markets! It is this Thursday!  My show airs the same day at noon PST and then the seminar is at 6 PM in Nevada City across from the station at the NC Winery.

 

Food and drink will be served!

 

(In order to limit attendance and enhance your experience, all attendees must meet the minimum portfolio size of having at least $100K in investable assets to attend of course).

 

 

See the flyer below and get cracking!

 

 

 

Remember you can STILL SIGN UP so don't worry about the deadline!

See you there!

 


 

Satisfied with your portfolio performance in 2016? New Update. Read March 26, 2016

 

Havent signed up yet?
What are you waiting for?

Tell your friends, workmates, relatives. Ask them if they are happy with their current performance. Then come join us for an evening of wine, food and education!


 

Seminar and Show information. Please Read March 17, 2016 Money Matters Update

 

 

You are invited! Email me or call today to reserve your spot!

 

 (Must have minimum of $100,000.00 in investable assets to register)  


Money Matters airs Thursday, March 17th, 2016 at NOON PST on KVMR or Moneymanagementradio.com or worldwide on KVMR.ORG

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Marc's Notes:

Is deflation back in business?