Hello, fellow rebel capitals, hope you're well.

So I'm completely changing my investment strategy moving forward,

kind of.

Here's what I'm doing.

Most of you have been watching my videos for quite some time and you know that I like to set up my portfolio and something I call it 108010 and that just means that 10% is allocated to insurance, and this would be gold.

The other 10% is allocated to speculative assets, and I just consider something a speculative asset that doesn't pay me to own it.

A good example is when I think there's asymmetry, something's cheap,

uranium fit into that category, maybe the gold miners, and then the other 80% would be investments, and I define that as something that pays me to own it.

It's like a rental property, the positive cash flow.

It would be a dividend paying stock.

Let's say you bought Exxon during the Servesa sickness, and it's paying an 8 or 9% dividend yield.

In fact, I was looking at Volkswagen the other day is paying 5 or 6%, something like that.

So this would be, this would go into the investment bucket for George Gamin.

And then outside of that, there's some other parameters,

like to buy things on their cheap, sell them on their expensive.

And then also, going back to my

favorite investor of all time, Jim Rogers, we like to buy panic and sell hysteria. And the more I learn about markets, the more I do these videos daily, the more I do the

whiteboards, the more it becomes crystal clear to me how big of a driver emotion story, in other words, narrative is to price

action of all assets. In fact, this morning I did a whiteboard video that will come

out later this week on the price of gold and you sit there and ask yourself why

it's going up. The answer that you just come to is there's more buyers than sellers.

I know it sounds amateurish, but that's the reality because it's not an inverse correlation with the dollar.

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