Inflation Accelerating Again As Fed Talks Tough But Takes No Action.
1. Current Inflation Spike Already Rivals Stagflationary 1973 and 1980. “The US Consumer Price Index has risen from 0.3% annualized to 5.3% over just the last 15 months. The last
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.
1. Current Inflation Spike Already Rivals Stagflationary 1973 and 1980. “The US Consumer Price Index has risen from 0.3% annualized to 5.3% over just the last 15 months. The last
1. Growth Investor? Or Liquidity Speculator? The chart above was produced by one of the world’s biggest hedge funds, Bridgewater. It shows that Growth as an investment factor in equities
1. Inflation is still trending higher. Inventory to sales reflects supply to demand. The everything shortage and price hikes mechanism is in full flow. This should be characterized as trending
Weekly Investment Insight 08302021 Focus Five 1. “Narrow money supply is going off the scales. Yet at Jackson Hole it was never mentioned, except in a footnote. Equally incredible
The 5 most impactful comments. 1. The US has the easiest financial conditions ever and is far behind the rest of the world in starting to reverse policy. https://twitter.com/LizAnnSonders/status/1431209487810060290 In
1. Are you a Dunning-Kruger? How good do you think you are? 2. Central Banks cannot really taper with this slowdown. 3. The Dollar’s Debt Trap. 4. When the
1. The folly of ruling out a collapse. The valuation metric that most closely inversely correlates with poor future long term returns is unequivocal. 2. “Scramble for survival” for the next
Q2 2021 Review. From Extreme Distortion To Unstable Dysfunction. One way to look at whether QE has distorted asset prices is to create a ratio chart. The chart below shows
4 Key Insights You Need to Become a “Best Investor” Whether you are just starting your investing journey, or you have been an investor for years, your goal is probably
Why Relying on Investing Benchmarks Might be a Costly Mistake The following is adapted from Invest Like the Best. https://geni.us/InvestLiketheBest To succeed as an investor, you must be able to determine
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
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