Will US Equities Revert To Inflation Era Valuations?
The chart shows that inflationary conditions, as seen last in the 1970s, are highly damaging for equity valuations. The average valuation for equities is more than 50% below the current
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
Interest Rates, Inflation, And Household Net Wealth
Economic policy in increasingly on tilt and muddled at best. Perhaps the issues of inflation and interest rates will resolve themselves and turn out to be temporary, but stable and
Why Won’t The 2020s Be Worse Than The 1970s?
Typically stocks bottom well after the first interest rate cut, which may much longer than investors realize.
Given the debt levels, it will be much more difficult to reach
Capital Preservation. Always The First Priority.
The standard equity and bond allocation has been disastrous in 2022.
Investors who do not manage risk and drawdowns, have challenging compounding consequences.
Old Policies. New Paradigm.
Despite the extremes in historically reliable valuation measures, we can be certain of one thing: investors don’t care. They never do at market extremes. If they did, the financial markets
Measuring Liquidity Impacts On The Stock Market
The Fed may benefit from adding QT and liquidity management to its interest rate tool, but this will likely be a direct hit on the stock market….
Asymmetric Options Trades. Inflation Noise. Bank Signal Deepens.
A healthy market and economy can’t continue for long without access to ample credit. The Bank stocks have been underperforming for well over 3 years. Far longer than they did
Stagflation Mispriced. Allocation And Credit Analysis.
What has become clear over the last month is that while central banks have been raising rates to contain inflation, the growth outlook has continued to deteriorate. Of key importance
Are You Prepared for a Secular Bear Market in Stocks?
This is a challenging overall negative atmosphere, but there will always be rewarding proactive cyclical opportunities to grow wealth. A Best Investor approach with careful risk management techniques provides the
The Burden Of Central Bank Policy Is Growing
Although the Fed admits they have little understanding about inflation they believe they are now fully on it.
At the same time as they are tightening aggressively to contain
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The Way Wealth Management Should Be Best Practice For The Best Results
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