Ryan (Chumba Casino Narrator)

How is growth doing this year? Not very good. Right now, I'm not saying it can't come back. I'm just saying these first four months have been a big, big black eye, whereas value was actually up in the first quarter. I mean, value was up in the first quarter. Financials are up on the year. You know, there's other groups that do well, and that's why, again, you don't want to go all in one group.

How is growth doing this year? Not very good. Right now, I'm not saying it can't come back. I'm just saying these first four months have been a big, big black eye, whereas value was actually up in the first quarter. I mean, value was up in the first quarter. Financials are up on the year. You know, there's other groups that do well, and that's why, again, you don't want to go all in one group.

You don't always want to chase shiny objects. Stick with your plan, diversify, follow your investment plan. And of course, I work with financial advisors, so I would say work with a financial advisor, but you don't always have to do that, but that can obviously help as well.

You don't always want to chase shiny objects. Stick with your plan, diversify, follow your investment plan. And of course, I work with financial advisors, so I would say work with a financial advisor, but you don't always have to do that, but that can obviously help as well.

You don't always want to chase shiny objects. Stick with your plan, diversify, follow your investment plan. And of course, I work with financial advisors, so I would say work with a financial advisor, but you don't always have to do that, but that can obviously help as well.

Yeah.

Yeah.

Yeah.

But again, you know, when everyone loves it, that's when maybe you got to look around and wonder what's going on. And sure enough, I mean, everybody said the dollar had one way to go. And that was up this year when President Trump won. We looked around.

But again, you know, when everyone loves it, that's when maybe you got to look around and wonder what's going on. And sure enough, I mean, everybody said the dollar had one way to go. And that was up this year when President Trump won. We looked around.

But again, you know, when everyone loves it, that's when maybe you got to look around and wonder what's going on. And sure enough, I mean, everybody said the dollar had one way to go. And that was up this year when President Trump won. We looked around.

We disagreed because, again, if everybody's thinking alike, somebody's thinking everyone was talking about one thing, the opportunities to the other side. And when the dollar goes lower, gold is better. When the dollar does goes a little bit lower, you know, also does better. The rest of the globe, right? International stocks tend to do better when the dollar is weak.

We disagreed because, again, if everybody's thinking alike, somebody's thinking everyone was talking about one thing, the opportunities to the other side. And when the dollar goes lower, gold is better. When the dollar does goes a little bit lower, you know, also does better. The rest of the globe, right? International stocks tend to do better when the dollar is weak.

We disagreed because, again, if everybody's thinking alike, somebody's thinking everyone was talking about one thing, the opportunities to the other side. And when the dollar goes lower, gold is better. When the dollar does goes a little bit lower, you know, also does better. The rest of the globe, right? International stocks tend to do better when the dollar is weak.

So that's what we've clearly seen this year. And also, I'm with you on gold. We actually added gold for the first time in some of our models back in March of 2023. So a really long time ago. Oh, Barron's. I'm a big fan of Barron's. I mean, Barron's literally this weekend had gold bars on their magazine cover.

So that's what we've clearly seen this year. And also, I'm with you on gold. We actually added gold for the first time in some of our models back in March of 2023. So a really long time ago. Oh, Barron's. I'm a big fan of Barron's. I mean, Barron's literally this weekend had gold bars on their magazine cover.

So that's what we've clearly seen this year. And also, I'm with you on gold. We actually added gold for the first time in some of our models back in March of 2023. So a really long time ago. Oh, Barron's. I'm a big fan of Barron's. I mean, Barron's literally this weekend had gold bars on their magazine cover.

If you're a contrarian and you see Barron's with gold bars on their magazine cover, that tells you a lot of people have realized gold's done really... really, really well. So maybe it's time for a well-deserved pause. But the reality is we also, I'm with you, we added some gold back in November after the election when dollars soared, gold was crushed.

If you're a contrarian and you see Barron's with gold bars on their magazine cover, that tells you a lot of people have realized gold's done really... really, really well. So maybe it's time for a well-deserved pause. But the reality is we also, I'm with you, we added some gold back in November after the election when dollars soared, gold was crushed.

If you're a contrarian and you see Barron's with gold bars on their magazine cover, that tells you a lot of people have realized gold's done really... really, really well. So maybe it's time for a well-deserved pause. But the reality is we also, I'm with you, we added some gold back in November after the election when dollars soared, gold was crushed.