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.
“ … not included anywhere in the Constitution was the Federal Reserve, allowing it the power to guide interest rates ever lower or infinitely purchase assets.” C Hamilton https://econimica.blogspot.com/2020/05/how-federal-reserve-unilaterally-de.html Economic
The chart below shows the S&P 500 rally since March 23. This has coincided with: 1. A deep worldwide recession, 2. Continued US earnings decline over the last 18
Lacy Hunt is a must read, in my view, given his great track record. His latest review highlights that as massive as intervention has been, and likely will continue to
https://www.bloomberg.com/news/articles/2019-12-18/stanley-druckenmiller-is-embracing-risk-again-just-timidly?mc_cid=ae838a4f94&mc_eid=d27ddc011b If there is a better long term record by an investment manager than that of Stan Druckenmiller then I’d like to see it. So we are fortunate whenever we
Central Banks Are Committing To Intervention, As Earnings And GDP Growth Continue To Decline. “Monetary policy can no longer be the main engine of economic growth, and other policy drivers
Q3 2019 Review: Growth Down Interventions Up. I believe that on examining the post 2008 economic data, and comparing this recovery with past recoveries, the constant theme is Growth down
Pay attention to precious metals “If you don’t own gold…there is no sensible reason other than you don’t know history or you don’t know the economics of it…“ Ray Dalio,
https://e-markets.nordea.com/#!/article/49828/week-ahead-all-about-that-fed I believe the relationship between data and the S&P 500 has been unprecedented in 2019. Looking at the chart above you see 2 very significant divergences in this relationship
“The number of zombie companies in advanced economies last year stood at 536, or 13% of the total, according to Bank of America Merrill Lynch.” https://www.cnn.com/2019/03/31/investing/stocks-week-ahead-zombie-companies-debt/index.html A September 2018 BIS
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