Malibu Wealth Planning

Malibu Wealth Planning Ryan Morelli | Financial Advisor
💰Helping families grow & protect their finances with
smart investment & retirement strategies.

Grab my free 👉resourceshttps://linktr.ee/malibu.wealth.planning

07/16/2026

While everyone is chasing AI, the strongest rotation in this market is happening somewhere else entirely.

Energy. Utilities. Materials. Industrials.

These don't make headlines. They're not exciting dinner party conversation. But the money flowing into them is real — and the earnings backing that move are real.

There's a rule I come back to constantly: by the time something is on the cover of a magazine, the trade is already half over. Sometimes completely over. The best opportunities are almost never the ones everyone is already talking about.

We don't follow the headlines. We watch the rotation and follow the money before the narrative catches up.

→ Where is capital actually moving right now?
→ Which sectors have earnings that justify the flows?
→ What's being ignored because it isn't exciting?

Those are the questions that matter.

💬 Comment ROTATION below and I'll send you which sectors we're currently watching and why.

07/13/2026

I want to be straight with you about something most advisors won't say out loud.

This market puts me in a genuinely difficult position. And I think anyone who tells you it doesn't isn't being honest.

Here's the dilemma:
→ If I step completely aside and the market keeps going, you fall behind
→ If I'm fully in and this thing corrects hard, you take the damage

There's no version of this where doing nothing is the right answer. And there's no version where going all-in is either.

The answer is being in the right sectors, at the right weight, with a clear plan for both outcomes. Not paralysis. Not recklessness. Intentional positioning.

That's the conundrum every serious investor faces right now. And managing it well — that's the job.

💬 Comment CONUNDRUM below and I'll walk you through exactly how we're currently balanced between participation and protection.

07/09/2026

Here's the gold and silver anomaly nobody is talking about.

Wars drive gold. Fear drives gold. That's not an opinion — it's one of the most consistent patterns in market history.

This war has driven neither. Gold and silver have barely moved.

That tells me one of two things:
→ Either this time is truly different
→ Or the move in gold is still coming

I've been around long enough to know which one I'm betting on.

We hold a meaningful allocation in precious metals. The fact that gold hasn't reacted the way it historically should doesn't shake our thesis — if anything, it reinforces it. Precious metals are still building a base. The room to move higher is still there.

When gold does react the way history says it should, I'd rather already be in position.

💬 Comment GOLD below and I'll send you our current thesis on precious metals.

07/07/2026

Nobody priced the war in. Here's why that matters.

When this war started, oil went over $100 a barrel. Twenty percent of the world's energy and fertilizer supply virtually stopped. Every historical model pointed to a significant market selloff.

Instead, the QQQ went up 31% in 6 weeks.

That has never happened — not at the highs, not at the start of a war, not with oil at those levels.

The market made a decision: one thing mattered more than all of it.
→ AI
→ Data centers
→ The infrastructure build-out

That's not a normal market reaction. And in my experience, when markets stop responding to risk the way they historically have, that's a signal worth taking seriously. Not a reason to panic — but a reason to pay attention.

💬 Comment WAR below and I'll send you a breakdown of how we're thinking about geopolitical risk in the current environment.

06/29/2026

The dot-com boom gained 100%. Then lost 78% from peak over the next two years.

Today's AI move is already larger and faster at the comparable stage. That should get your attention.

Here's what's genuinely different: leading AI companies have real, significant revenue. That's not nothing — it legitimately extends the cycle compared to 1999, when most tech companies had no earnings at all.

But it doesn't eliminate the risk. Because every historic bubble felt unstoppable from the inside.

The question isn't "is AI real?" It's:
→ What am I paying for it?
→ What's my exit?

Our discipline:
→ Predetermined exit levels on all AI exposure
→ Diversification within the theme — not one concentrated bet
→ Watching valuation and rotation signals, not just momentum

💬 Comment AI below and I'll send you exactly how we're currently positioned

06/26/2026

Everyone is talking about AI. And for once — the hype has a foundation.

The data centers being built right now represent one of the largest capital investment cycles in American history. The supply chain feeding them touches hundreds of companies:
→ Chips and semiconductors
→ Massive power infrastructure
→ Cooling systems
→ Land, steel, fiber, and logistics

And unlike past tech booms, these companies aren't making promises. They're making money.

But here's the nuance most people miss: even real, legitimate growth stories can become overcrowded trades. The job isn't just being in AI — it's being in the right part of the story at the right time.

💬 Comment AI below and I'll send you exactly how we're currently positioned in the AI supply chain.

06/24/2026

AI is not a tech story. It's an infrastructure story — and the scale of what's being built right now is unlike anything in our lifetimes. 🏗️

Building one data center requires land, steel, concrete, chips, power the size of a city, cooling systems, fiber, and trucks. Microsoft, Google, Amazon, Meta are spending hundreds of billions — and every dollar touches industries most people never connect to AI.

That's why this market move has been so broad.

Comment SUPPLY and I'll DM you a full breakdown of how we're positioned across the AI supply chain. 👇

06/10/2026

I want to be straight with you — I'm not here to win an argument. I'm here to show you a better way. 📊

I see accounts managed by other advisors all the time that hold 100+ positions across every sector. And I understand the thinking — it feels safe. It feels diversified.

But here's what it actually produces: average results. With a lot of stress attached.

You simply cannot own every sector and expect to outperform. It doesn't work that way.

What does work:

👉 Watching sector rotations to know where money is actually moving
👉 Reading candle wicks to spot where buyers and sellers are showing their hand
👉 Confirming entries with volume, earnings, and moving average levels

When those signals line up, we act. When they don't, we wait. That's the process. And it's what allows us to manage the results — so you don't have to manage the stress.

Share this with someone whose portfolio has way too many positions. 🔁

06/08/2026

Let me ask you something — are you being lied to about risk? 🤔

For years the financial industry has told us that if you want high returns, you have to accept high risk. That's simply not true. And it's a narrative that keeps a lot of people locked into underperforming funds that go nowhere.

Here's what actually creates risk:
👉 Sitting in a bad sector for 8 months because your mutual fund holds 100 to 200 stocks and calls it "diversification"
👉 Being so spread out that you have no real exposure to the sectors that are actually moving

Here's what actually reduces risk:
✅ Waiting for the pullback
✅ Checking the moving averages
✅ Only entering when the confluence is 100%

Precision beats breadth. Every time.

We don't chase everything. We wait for the right setup, in the right sector, at the right level — and that's how you lower exposure while going after real wins.

Share this with someone who thinks diversification alone is a strategy. 🔁

06/03/2026

The market doesn't owe us an apology.

When an investment position no longer aligns with our confluence markers and strategy, we move on. We don't sit around hoping it comes back.

Instead, we use tax-loss harvesting strategies to potentially turn investment losses into tax benefits on taxable accounts.

Successful wealth management isn't about rationalizing mistakes—it's about making disciplined decisions that serve your long-term financial goals.

If you'd like to learn more about our Accountant Protocol and how it may help improve tax efficiency in your portfolio, comment "PROTOCOL" below.

Thanks for listening.

Address

23465 Civic Center Way, Building 9
Malibu, CA
90265

Website

Alerts

Be the first to know and let us send you an email when Malibu Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category