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
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.
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
Investment Management: Why You Need A Complete Rethink. Part 3 – Money Management Alone Can Substantially Improve RVAR.
In Part 2 I showed a weakness of one of the most frequently recommended passive investment allocation strategies, simply between stocks and bonds. I showed one potential remedy to the problem, but there are additional components
Investment Management: Why You Need A Complete Rethink. Part 2 – Stock/Bond Passive Allocation Strategies Are Nonsense!
In Part 1 I formulated a clear metric for analyzing investment returns – Repeatable Volatility Adjusted Returns (RVAR). In part 2 I take a look at allocation strategies. Now that
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
Financial System Fragmentation. China Transformation.
Our financial system Is driving fragmentation Further centralization no longer provides benefits Recession signal from Loans and Deliquencies The burden of debt rises with falling inflation Carmegeddon Central Banks losing
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
5 Vital Steps To Choosing A Financial Advisor
Should you talk to a Financial Advisor? Ask for Financial Planning? Asset Management? Wealth Management? Investment Management or an investment manager? Investment Adviser or Registered Investment Adviser? What really matters
Invest like the best
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.
The Way Wealth Management Should Be Best Practice For The Best Results
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