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Iron Gate Financial RadioInvestment Advisor & Portfolio Manager for the fe Author: Brett Pattison
Investment Advisor & Portfolio Manager for the fee only, independently owned, Iron Gate Global Advisors Language: en Genres: Business Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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A No-Nonsense Look at 2026
Thursday, 18 December, 2025
Hello Friends! In our final wrap-up of 2025, we’re cutting through the noise of the AI market. While the big names are seeing a healthy correction, the speculative "no revenue" bubble is starting to hiss. At Iron Gate, we aren't chasing the hype—we're following the legends. The Big AI Takeaway •The Correction is Here: Major players like Nvidia and Meta have pulled back 10-15%. •Speculative Stocks are Sliding: Companies with "concepts" but zero revenue, like Oklo, have dropped over 50%. •Our Strategy: We’re patient. We’d rather miss the first third of a rally to ensure we're buying a fundamentally sound business. Investing Like a Legend We’re sticking to two core principles inspired by Joel Greenblatt and Charlie Munger: •Rule #1: Know the Value. Figure out what a business is worth and buy it for significantly less. •Rule #2: Don't Be a Fool. It’s hard to be a genius, but it’s easy to not be a fool. Avoid emotional traps like envy and FOMO. Your Financial "No-Nonsense" Checklist To secure your future, Spencer recommends these three pillars: 1. Live Within Your Means: If you spend more than you make, stop. 2. Pay Yourself First: Automate your savings before the bills hit. 3. The Emergency Fund: Keep 3-6 months of cash in a high-yield account for those inevitable rainy days. Merry Christmas and Happy Holidays! We'll see you in 2026.
