[coffeecat]

> Claude has been quite helpful in reviewing my investments, and I have made a fair amount of money on his advice. His availability is unparalleled compared to any sort of financial planner.

Just out of curiosity, what are some investment moves that you made as a result of Claude's advice?

"In a bull market, everyone's a genius."

[francisofascii]

This. The gains made by Claude stock picks should be compared a reasonable alternative investment strategy over the same timeframe.

[chasil]

After hearing recently that oil is very likely going to $160 per barrel or more, I knew that I had to get out of the S&P500 in my 401k (FXAIX) and similar growth funds in my Roth.

He really laid out the case for alternate funds in real estate and mortgage securities, with a bit more precious metals.

I really didn't want to lose the gains I have made over the last year, and I think this will do it.

[chasd00]

When oil hits even $145/bbl come back here and say “I told you so”. Until then I firmly believe oil will never get to anywhere close to $160/bbl.

[chasil]

The timeline for that is mid-July.

https://www.brookings.edu/articles/the-timing-of-the-impendi...