Welcome to Investing.io. This is the place for entrepreneurs and investors who think beyond normal. We started this newsletter because traditional resources didn’t quite meet the needs of entrepreneurial investors—those who view investments as extensions of their own ventures and values. Each week, we explore small business acquisitions, micro private equity, and smart personal finance strategies. No hot stock tips or market noise, just straightforward insights and updates to help you make informed decisions.
💵 👑 Commodities: The Forgotten Heroes & Why Money Makes Things Suck Less
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Hey investors & entrepreneurs, here's the good stuff this week:
For the Investor🤑 Three Reasons to Carefully Consider Commodities - Natural resources investing might be worth considering for its potential to hedge inflation, support the energy transition with essential minerals, and provide diversification from tech-heavy equity markets. 🤑 Warren Buffett's Letter to the Shareholders - the latest letter emphasizes the importance of investing in quality businesses over holding cash. He's still betting big on American companies, and believes one great investment can wipe out a bunch of mistakes. He also admits he’s leaned on stocks his whole life since he didn’t have any special talents. 🤑 This Vanguard ETF Is Now The World's Most Popular For A Good Reason - VOO has overtaken SPY as the world’s largest ETF, thanks to its super low fees and massive inflows from investors ditching high-cost mutual funds. Competition is heating up, good for investors. 🤑 From Japan, a Hard Lesson About a Weak Currency - Japan’s economy barely grew in 2024 as a weak yen helped big exporters but hit the people hard. Most people cut back on spending. The pressure is on for the BOJ to rethink its low-interest policies to help strengthen the yen. (non-paywall version) 🤑 How Should Your Allocation Change With Age? The usual “100 Minus Your Age” rule for investing is okay, but life’s a lot more complicated than that. It’s smarter to adjust your investments to fit your real-life situation, not just your birthday. For the Entrepreneur🤑 How a Company’s Ownership Model Shapes the Mistakes It Makes - Businesses that last balance the risks of overreacting to market pressure and underreacting to industry change. They stay focused on core strengths while adapting strategically - navigating these tensions, not choosing sides. 🤑 Scaling investor relations with a ‘team of one’ - Good investor relations is less about knowing all the details and more about knowing your audience and getting them the info they need. If you can tap into the right people and keep the messaging clear, you don’t need a big team to make it work.. 🤑 Marketing on LinkedIn: What you need to know - LinkedIn’s where B2B networking happens, with over 830 million users and serious potential for brand awareness and lead gen. It’s pretty buttoned-up, so real voices stand out. The ad targeting alone is top notch. 🤑 Hustling Toward Hibernation - Maybe the exhaustion you're feeling isn't burnout but a signal that winter is meant for rest, not relentless productivity. Instead of fighting the seasonal slump, consider leaning into it—using this time to recharge so you're ready to thrive when spring arrives. 🤑 Tips to Maintain Your Focus, Concentration, and Discipline - Focusing is about endurance, not motivation. The world’s only getting more distracting, so stronger focus is the only way to win.
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook - Meb Faber speaks with Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. They discuss the challenges of asset allocation amid high US market valuations, the economic divergence between China and India, and why private equity expectations might be overly optimistic compared to public equity fundamentals. They also cover the current state of fixed income and question whether AI's impact on productivity will live up to the hype.
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Investing.io: Expert Insights and Essential Reads for Founders and Investors
Welcome to Investing.io. This is the place for entrepreneurs and investors who think beyond normal. We started this newsletter because traditional resources didn’t quite meet the needs of entrepreneurial investors—those who view investments as extensions of their own ventures and values. Each week, we explore small business acquisitions, micro private equity, and smart personal finance strategies. No hot stock tips or market noise, just straightforward insights and updates to help you make informed decisions.
No headline chasing, just good, quality, meaningful reads. Let's get you caught up. Hey squad, Here's the good stuff this week... Options strategies underdeliver and overcharge, Correlations change, your portfolio should too, Liquid alts: useful but tricky, Why QofE is a must in M&A, Buy and hold rarely holds, Time wealth > money wealth, New rules for SBA loans, High agency gets results & loads more of the good stuff below. Sponsor this Newsletter details here. For the Investor 🤑 Rebuffed: A...
Hey squad, Let's get you caught up. No headline chasing, just good, quality, meaningful reads - here's the good stuff this week: The real center of your portfolio. What’s really behind the market drop. Retail investors are driving valuations. Trend following is so hard. Founders need to be hyper-visible. Turning your business into passive income. Designing a life you actually want. Giving yourself permission to spend. & loads more of the good stuff below. Sponsor this Newsletter details here....
Hey investors & entrepreneurs, here's the good stuff this week: International stocks might finally have their moment. Illiquid funds often hide more risk than they show. Trend following can work, but it hurts. Uncertainty beats false confidence. Some SEO just isn’t worth the effort. Good networking. Less email, more money Founders have to let go if they want to scale. & loads more of the good stuff below. Sponsor this Newsletter details here. For the Investor 🤑 Is International...