Near Zero Growth. Exponentially Rising Debt. Static Investment Gambles.
Growth in the US over the last 10 years has simply collapsed At this point global policy makers only seem to only have one plan – more debt Debt keeps
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.
Growth in the US over the last 10 years has simply collapsed At this point global policy makers only seem to only have one plan – more debt Debt keeps
A complete analysis of the Income Portfolio is hard to achieve as not many portfolio management tools can combine stocks, bonds, and individual corporate bonds, but 90% of the Income
Trumponomics is heavily focused on a jobs revival AND trade adjustment through a Border Adjustable Tax (BAT). Here is some very timely insight into the latest policy thinking. “My associate
S&P 500 Throws Away The Earnings Connection Total Tax Receipts Send A Message Last Seen In 2008 The Message Complicates Trump’s Growth Strategy Junk Bonds Throw Away
The 3000 biggest US companies have never been more leveraged. Just this fact alone should concern most investors, but, as we have shown in previous notes, its much worse than
The great problem with Trump’s trade policy is that it conflicts with his 4% growth target. Just on its own the 4% growth target will be challenging enough, as discussed
“It’s the Dollar Stupid” – Paul Brodsky This article does an outstanding job of describing the real policies behind the headlines that are driving both policy and the markets.
Junk Bonds 2 Year Negative Divergence Signal. Echoes of 2000 and 2007. Trump post election rally breaks the records. Echoes 2000 Trump Record Euphoria and Advisors Hugely Allocate
The relationship between stocks and bonds has reached a triple major historic inflection point. 7 reasons for a new paradigm – Reason 1: Inflation At A Quadruple Inflection Point?
US Equities – Divergence Everywhere Record levels of bullishness A lower high in new highs versus new lows Volume not confirming either Not long before higher bond yields
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