Consumers and investors have had to react to a new economic paradigm in 2022, as initiated by yet another extreme shift in central bank policy. It is becoming increasingly clear

Investor behavior and portfolios are struggling to transition from the biggest bull market in 100 years to a transformed environment, Stagflation. Investor allocations follow the markets and peaked with the

Jerome Powell’s statements last week reinforced the Fed’s full policy reversal from the most reckless policy stance in history as confirmed by data on money supply, debt, QE, and real

How can you be confident that your current investment approach is on track for the low risk AND high returns of the most successful investors?

The “Best Investor” approach

One of the most important new developments of the current year has been the shift in correlations between stocks and bonds. The chart below shows that the monthly return correlation

The yield curve inversion is very consequential for equities. Look at the track record and the strength of this signal. Not only did the yield curve have a lower high

Central Bank Policy has been trying to compensate for weak global growth ever since 2008. Policy measures have twisted and turned over the last decade or so but have only

Real credit growth was very weak in the last 3 quarters of 2021. Ever since 1952, whenever credit growth fell below 2% per annum, the US economy went into recession.