Are There No Hard Limits on Financial Finagling
“Just as many on the edge of suffering a heart attack have no awareness of the risk they face, our financial system is blind by design to the enormous systemic
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.
“Just as many on the edge of suffering a heart attack have no awareness of the risk they face, our financial system is blind by design to the enormous systemic
The consensus remains convinced that Treasury Bonds are massively overvalued. Here is a brilliant and highly credible explanation why that may be completely wrong, with the bonus of some additional
Here is an excellent analysis of how stock buybacks have been massively reducing the corporate tax bill particularly for the bigger companies: link to article The scale of this new
It is crucial that investors understand that it is time to choose between 2 different economic narratives, which are very well described here: link to article As investors consider this,
“… during the “difficult” economic times since the financial crisis began gathering force in Q1 2008, the S&P 500 companies have distributed $3.8 trillion in stock buybacks and dividends out
Brilliant explaination of the current economic predicament by Charles Hugh Smith. He explains how the Federal Reserve has now moved to the “duct-tape” era. This seems to have been confirmed
Remarkable statements from the BIS about the current state of central bank policy around the world. Understand that the BIS is the central bank policy maker forum. link to article
Global economic policy makers are now fully engaged with short term desperate measures. It is crucial that investors understand how far policy has moved into the twilight zone. Markets no
Here are the results of the long term strategy used by GVAL as compared to US equities over the last 20 years. This is particularly relevant when US equities are
This chart shows clearly how the Federal Reserve has driven US equity markets to an altered state: https://www.zerohedge.com/news/2014-06-06/whats-wrong-picture No question the relationship between equities and bonds has materially changed over
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