During our extended Quarantine, I’ve been watching a show that my brother highly recommended – Breaking Bad. (No spoilers in this email, but I’ll warn you if I write about this again and I spoil anything)
It’s a show about a high school chemistry teacher (named Walter White) who has a midlife crisis, gets diagnosed with cancer, and starts making crystal meth to raise money for his family. Yes, you read that right.
Early on in the show, Walter is teaching his disinterested class about chemistry, and he describes it this way:
“Chemistry – is the study of matter. But I prefer to see it as the study of change. Electrons—they change their energy levels. Molecules change their bonds. Elements—they combine and change into compounds. Well, that’s all of life, right? It’s the constant. It’s the cycle. It’s solution, dissolution, just over and over and over. It is growth, then decay, then transformation.”
The same description can apply to our economic cycle, as well as the stock market.
Over the last 11 years, after the Great Recession, we have had an incredible amount of growth since that crisis.
But now, due to the Coronavirus, we are going through a period of decay. Uncertainty. Nervousness. Anxiety.
And when (not if) this is all over, we will have a transformation, in both the economy and in the stock market. Are you ready for the (inevitable) transformation?
If you aren’t sure how to position your money, and your investments, so that you can take part in this transformation, watch this video I made recently.
All the best,
Scott
PS – Don’t forget to subscribe to my channel, as I will be coming out with more videos shortly.