Bond Market Signals A Clear Long Term Warning
One of the most reliable recession signals in history is the Treasury yield curve. The long end of the yield curve is warning of trouble. The 5/30 year bond yield
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.
Q3 2017 Review And Outlook
The chart above shows the extraordinary extent of the rally from 2009 both in time and magnitude . The ratio of the S&P 500 to its own volatility, VIX, shows
Feudal Financialization
Illusions of Prosperity Astonishing and accelerating income disparity Trump Tax Plan: 2.4 Trillion more debt mainly for the top 1%? More Debt and inequality is the default long term
Investment Management: Why You Need A Complete Rethink. (short version with links)
Part 1 – The best assessment of Investment Management is not Returns. Chasing past returns can be disastrous. So just looking at historical returns can lead to big problems.
How will your Investment plan manage these changes?
“The US system is highly optimized for financialization” Financialization leads to extraordinary imbalances, not just in income, but also debt What choice does the rest of the world have if
Investment Management: Why You Need A Complete Rethink. Part 4 – Active Asset Management. Further Steps To RVAR Improvement.
In Part 4 I will show what I believe is the path to further improvements to RVAR through making a shift to Active Asset Management with tactical allocation models. The
Why You Need A Complete Rethink. Part 1 – The best assessment of Investment Management is not Returns.
Investment Management: Why You Need A Complete Rethink. Part 1 – The best assessment of Investment Management is not Returns. How can you judge whether your returns or any investment manager’s returns
“Bubble or Recession: The Fed Must Choose”
Credit Growth Weak This Cycle And Now Falling Number of OECD countries with inflation below 2% is continuing to trend higher! How can the Fed possibly unwind QE? Jim Rickards
H1 2017 Performance Report
Central Bank domination of Economic policy and markets continues and accelerates Creates escalating economic and market dysfunction Unprecedented challenge for long term investment Yield curve and TIP suggests policy is
Federal Reserve Completely Lost As Global Credit Impulse Turns Down
”The Federal Reserve is quickly becoming trapped by its own “data-dependent” analysis” Meanwhile, the global credit impulse is turning down fast Very soon the central banks are going to have to come
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The Way Wealth Management Should Be Best Practice For The Best Results
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