A Top Hedge Fund Pro’s Take on Apple and Google


Folks, its time to remind you who I am and what we do here at The Billionaires Portfolio.

I get emails sometimes that frankly annoy me.

I am a hedge fund veteran with over 15-years of experience taking money out of financial markets. I am not market maker, floor trader, journalist or stock broker. These people only know how to generate commissions or sell you stories. I don’t listen to them. And I don’t care what they say. So please don’t email me and tell me what a 25-year old journalist at the Wall Street journal said about the stock market. My advice to you: Don’t listen to them.

Now, there is a stark contrast between what those people do for a living and what hedge fund professionals do. Those people get paid for having a pulse. Hedge fund professionals get paid when we make money – when our investment strategies, themes and processes WORK! We eat what we kill.

I am the real deal. I worked for a $1.4 billion dollar hedge fund started by a former Goldman Sachs Partner and Harvard MBA. He worked for the real Goldman Sachs (not a floor brokerage shop that was acquired by Goldman along the way). The one on Wall Street. When at its most powerful in the 90’s.

This man taught me everything I know. He was a brilliant investor. Not only was our performance great, but we also made money in the toughest of market conditions, in 2001 and 2002 — when no one was making money in equities.

Now, when I say I worked at a hedge fund, I’m not talking about some rinky-dink small time garage business with Mom and Dad’s money. Believe me, I see people these days, it seems that every Joe says he worked at a hedge fund. Let me be clear: We were the real deal. We managed portfolios for some of the top fortune 500 companies, pension funds and university endowments, and a handful of billionaires. The fund I worked for was so successful, and had such good performance, it was acquired for over $50 million dollars by a publicly traded asset management firm.

I say this not to brag. I want to help you understand the difference between me and 99% of the rest of the journalists, financial media and stockbrokers and hacks that try to give you advice. I worked for the best. I learned from the best. And I created real money and real value for people. And I do it consistently for my own accounts to this day.

So when I tell you information on this blog — like when I’ve told you to buy stocks, sell gold, sell emerging markets and sell gold — listen to me! I know what I am doing. I have excellent sources of information (real hedge fund managers) and I am usually right.

Please read through my former blog posts.

As I’ve said in prior posts, I am writing this blog and running The Billionaires Portfolio to help and educate you, the retail investor.

I don’t care what people think about me. I don’t care what the industry would think about this? I don’t care.
I want you to get the same tools that I provide to my rich clients. I want you to make 30% to 50% a year and be able to retire and send your kids to college.

That’s why I am doing this. I don’t need the money. But I like to make money. It’s fun. And the internet is an amazing tool to communicate with the world. Believe me, if I can destroy the business model that has been ripping off investors for a very long time, I will make a lot of money from it. And that’s what I intend to do.

I want to even the playing field between the rich and the middle class and I also want to expose the abuse that is going on in the brokerage and mutual fund industry. And I want to help you use the markets to make money. It’s not that hard, despite what all of these charlatans will tell you. I tell you almost every day in this blog how to make money.
Now, my lesson for you today: The way to make money in financial markets (the only way I was taught to make money) is to invest with a top-down view and to only invest when a potential catalyst is in play.

What does this mean?

First, a top-down view helps you understand the world and helps you determine which asset class and sector is best suited in a particular environment. Next, when you invest in stocks, all of the typical financial metrics (valuation, growth, etc) are all secondary to catalysts. Investing in stocks with catalysts means everything! It’s the only way to make consistent money. Only invest in stocks where an event can create a price adjustment for you. This is limited to just stocks. It’s the name of the game in currencies, commodities, bonds, real estate, etc.

If you learn one thing from reading my blog, that’s the takeaway. Investors that make a living and build wealth in financial markets win by participating in events (i.e. catalysts).

How do YOU do this? You subscribe to The Billionaires Portfolio, my premium service that is up 22% in less than 10 months. It’s crushing the stock market by more than 10%. But more importantly my subscribers – normal, every day people — have made real money and real profits. My average subscriber is up more than $4,000 and my service only costs $297 a quarter. That’s a good trade.

So sign up for my service. And don’t write me or second guess me about this blog. You are not me. You don’t have the quality of work experience, investing background or, quite frankly, the education that I do. I am good at what I do, because I learned from the best. And I continue to be good at what I do because I listen and I follow the best. And I work my ass off for my subscribers, 10+ hour days, 7 days a week. I don’t take vacations.
I don’t play golf. This is it. This is what makes me tick. For me, taking money out of financial markets is a competition. And I am a fierce competitor.

With all of that said, I want to tell you my take on Google and Apple, because I know it’s in every average investor’s portfolio. Here it is: It’s my take on all stocks, especially technology stocks. You buy them! Stocks are the only game in town and will be for the rest of the year. Global central banks want us to buy stocks (our catalyst). So buy them.

So from now on, if you are cynic, a crybaby, or if you wildly overestimate your abilities as an investor, don’t read this blog.
If you are a winner and a doer, if you are someone who takes control of their life, their money and their investments, and someone that wants to learn from the best, then please continue reading my blog. If you want to join me, subscribe to The Billionaires Portfolio. I wont you let you down.

William Meade
President of The Billionaires Portfolio