Branden DuCharme, CMT @stored_alpha
since I say Tweets aren’t advice, I can now give liability free advice. I think that’s how it works here. ducharmewealth.com St George, Utah Joined May 2022-
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The name Tall Oaks isn’t branding fluff; it’s a promise rooted in a family farm, two brick pillars, and a plaque that reminded us every day that great things grow slowly. We’re opening the door wider with a rebrand designed to welcome learners at every stage
I didn’t want to, but I put on a market neutral pair trade today in my discretionary model. Long shitco tech Short regional banks …. What are the odds I lose money on both sides? Have some tbils in the model at this time, so my hurdle rate on the trade is essentially cash.…
While the metals are no doubt extended on a short term basis, I think the general trade is still somewhat early here. Consider that the job of most core bond allocations is largely to: 1. make a minor yield + protect purchasing power. 2. provide diversification. 3. add a…
While the metals are no doubt extended on a short term basis, I think the general trade is still somewhat early here. Consider that the job of most core bond allocations is largely to: 1. make a minor yield + protect purchasing power. 2. provide diversification. 3. add a…
Everyone keeps saying the dollar is going to crumble… ok sure. But what is the alternative and how do you express the trade? My job isn’t to get caught up in the political or moral convention of it. My job is to profit from it for my clients. Investments become a bit more…
Changing Your Behaviors Around Your Money
So now we get mad at people for *not* having tracking error to the benchmark the media and guru complex has trained every person in America to benchmark their entire portfolio too? I can’t keep up with you people.
So now we get mad at people for *not* having tracking error to the benchmark the media and guru complex has trained every person in America to benchmark their entire portfolio too? I can’t keep up with you people.
It’s even higher if you prefer to self identify your gambling addiction as “day trader” or “options trader”. As a sentiment sign of where we are at in the cycle, my 18 year old brother in law wants me to teach him how to “day trade”… He didn’t like my answer. Here is the…
This portfolio is both: A) dog water B) probably going to still outperform most big box “advisors” over this cycle. P.s. this is just a super milk toast take on “all weather beta” which has been and always will be an under performing strategy (over time) without the use of…
This portfolio is both: A) dog water B) probably going to still outperform most big box “advisors” over this cycle. P.s. this is just a super milk toast take on “all weather beta” which has been and always will be an under performing strategy (over time) without the use of…
The Cost to Register an LLC Varies by State....Do You Know The Costs in Yours?
As someone almost to passionate about what I do and being a total finance nerd that grew up watching things CNBC, this was an incredible day for me that I would’ve never thought possible growing up. I’m exceptionally glad to be home with my family, but this last week’s trip to…
Bad stock takes is one thing, but fishing with gloves like that is just unacceptable.
At a conference this week I attempted to ask a question that was screaming through my mind and I ended up wording it like a moron. Now that I’ve had some more time to distill it down, my question remains. Consensus on the street is “short the dollar”, but you can’t really short…
Risk Does Not Equal Return. Risk equals the POSSIBILITY of More Return
I think the people who came up with this concept are likely more serious people than most of the bureaucrats in our government. At least these folks tried to allocate capital efficiently to solve a unique problem.
I think the people who came up with this concept are likely more serious people than most of the bureaucrats in our government. At least these folks tried to allocate capital efficiently to solve a unique problem.
I recently wrote an article on the 5 asset classes people should consider owning during this debasement cycle. Each has pros/cons, but should come out the other side of debasement in tact. Hint: being an LP is amateur syndications weren’t on the list. I feel bad for this…
I recently wrote an article on the 5 asset classes people should consider owning during this debasement cycle. Each has pros/cons, but should come out the other side of debasement in tact. Hint: being an LP is amateur syndications weren’t on the list. I feel bad for this…
The roller bag carry on people are statistically likely to exhibit seriously annoying behaviors and manors while flying. The statistical significance increases significantly if you’re flying southwest.
Real Estate Investing: Risks & Rewards
Sales Dropped 65% the First Week of COVID

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