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.
Q1 2021 Review: Highest average equity allocation to the worst ever long term expected return. Be a better investor than Isaac Newton. https://royalsocietypublishing.org/doi/10.1098/rsnr.2018.0018 Many smart and successful individuals often make
Fiat Money Explosion. Levitation and Instability. https://www.goldmoney.com/research/goldmoney-insights/the-next-dollar-problem-has-just-arrived The US money supply explosion in 2020 was far beyond anything we have experienced before, and yet it was also just
Q3 2020 Review In my Q4 2019 review I drew attention to the downtrend to new post 2008 lows in global growth, in terms of both trade volume growth and
Q2 2020 Review. Policy chaos adding to economic crisis https://twitter.com/LynAldenContact/status/1275123151614115840 The chart above shows that the S&P 500, priced in gold, peaked in 2018, and is now in a
“ … not included anywhere in the Constitution was the Federal Reserve, allowing it the power to guide interest rates ever lower or infinitely purchase assets.” C Hamilton https://econimica.blogspot.com/2020/05/how-federal-reserve-unilaterally-de.html Economic
The chart below shows the S&P 500 rally since March 23. This has coincided with: 1. A deep worldwide recession, 2. Continued US earnings decline over the last 18
Lacy Hunt is a must read, in my view, given his great track record. His latest review highlights that as massive as intervention has been, and likely will continue to
https://www.bloomberg.com/news/articles/2019-12-18/stanley-druckenmiller-is-embracing-risk-again-just-timidly?mc_cid=ae838a4f94&mc_eid=d27ddc011b If there is a better long term record by an investment manager than that of Stan Druckenmiller then I’d like to see it. So we are fortunate whenever we
Central Banks Are Committing To Intervention, As Earnings And GDP Growth Continue To Decline. “Monetary policy can no longer be the main engine of economic growth, and other policy drivers
Q3 2019 Review: Growth Down Interventions Up. I believe that on examining the post 2008 economic data, and comparing this recovery with past recoveries, the constant theme is Growth down
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