Flawed Flows Financing Fundamental Fantasies.
Japan has gone further for longer down the Keynesian/MMT policy road. The collapse of the yen shows enduring instability. Investors will start to look at other currencies differently. Developed economies
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.
AI, Passive Investing, And Wall Street Earnings Estimates Are Signaling Red Flags
The AI bubble has now reached an all-time record valuation level just as AI product return results are failing to meet expectations.
Passive Investing has reached a record scale
Option Strategies For Unprecedented Equity Market Bifurcation.
Western economic policy has drifted away from established norms on both deficit financing and inflation priority. New and extreme alternative and discretionary policies have evolved, with policy makers increasingly engaged
Central Banks Downgrade Their Inflation Priority For Fear Of Recession.
Market participants are highly committed to the bubble which policy makers won’t be able to sustain. It is crucial to make a distinction between excessive liquidity and “stimulus”, which leads
Gold Begins Outperforming US Stocks And Bonds. New Investment Ball Game. Are You Ready?
Excess policy stimulus is generating inflation, distortions, and weak long -term growth. The emerging trends are a small business depression, with a big business engineered bubble. The engineering is unsustainable.<br
Widespread Advisor Misallocation In Gold And Bonds.
“Gold has risen 89% in the past five years, compared to 85% for the S&P 500 and a disappointing 0.7% for the US aggregate bond index (as of May 17,
Interest Rate Suppression Leads To Higher Interest Rates And Gold Prices
Inflation preparation is not apparent in most western portfolios, as discussed last week. But this issue is much bigger than that. In the 1970s debt levels, relative to GDP, were
Central Banks lose credibility and accelerate gold purchases
Not only is the correlation between inflation and financial conditions very tight, and for twenty years, but this is the second derivative of inflation. In non-geek language, this means that
The Treasury Bond Wrecking Ball. Asset Managers Are Fighting The Central Banks.
Gold and US Treasuries are already reacting to the possibility of a very different future investment environment, even as asset managers in aggregate are continuing to oppose this possibility even
Get A Commodity Allocation.
Policy makers are losing control as markets expose policy failure and incoherence. The Japanese Yen has broken long term support. Central bank buying of gold is accelerating. Central banks realize
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
How much do you really know?
So much of investment today is based on flawed assumptions and gut feelings. How much do you know about what you need? Take our Quiz and find out!