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.
S&P 500 Earnings Recession. Policy Panic.
Q3 earnings look like confirming an earnings recession Caterpillar results indicate a global industrial depression But what do earnings have to do with stock markets? Buybacks USD/JPY China Too! Policy ever more
3 Key Steps for Successful Retirement Outcomes
https://cdn.financial-planning.com/pdfs/Active_Ch_3_White_Paper.pdf
Investment Management. Clarity and Transparency.
Clarity and Transparency Static allocation from MPT to AW NAAIM says 95% of advisor funds remain in Static Allocation Strategies Adaptive Selective Allocation Cycle Dynamics Macro models, Bayesian models, and combinations
Federal Reserve In The Caboose.
Simple behavioral explanation for Fed policy statements. Fed never had an exit strategy. Documented. Astonishing 82% of “Economisseds” are still following the Fed. Effective cycle and macro models left the
Introduction To Cycle Dynamics – A New Approach To Active Investment Management
Cycle Dynamic systems dynamically adjust portfolio allocation in sequence with the rhythm of the whole economic cycle. By managing risk and adapting to new trends in real time, back tested
Two Solutions to “QE Infinity Paradox” and “Triffin’s Dilemma”
Earned Income as a percent of GDP has declined for 45 years. Debt, however, has risen exponentially for 45 years Earned Income Capitalism was overwhelmed by the bank credit system The
“I Don’t Get It.” Ray Dalio On Fed Policy.
Fed “credibility in shreds”? One hour Bloomberg interview with Ray Dalio Short or long term debt cycle? Central bank policy options shrinking fast Economic policy starts yielding to cycles again ——————————- Fed
Mission Impossible Isolates The Federal Reserve
Nominal GDP reveals the failure of economic policy Germany’s Finance Minister explains Guardian Suggests Central Banks stand aside Growing list of dissenters isolates the Fed on rate rises ECRI explains that
Central Bank Checkmate? Fragility And Cycle Solutions.
Seven lean years for world growth Is Japan reaching the limits of QE? Is devaluing the Euro the only option left for the ECB? Global chess game? Or pass the potato? Does
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.
