How Big Bubbles Create Big Recessions
An investor’s only protection from repeating investment mistakes is having the discipline and patience to stick to an effective long term process, based on data, math, and history to avoid
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.
Overvaluation, systemic solvency problems, and structural inflation foreshadows both secular stagflation and a near-term recession.
Clearly weak earnings from technology stocks and discretionary retailers have led to a record poor ratio between stock advances relative to declines. Nevertheless, a handful of mega cap technology stocks
Confused And Failing Policy Has Led To An Unprecedented Investment Predicament
t is the cumulative effect of flawed policies that has brought us to the current predicament.
The Fed has broken out beyond its mandate, and has been rushing into
Narratives, Distortions, and Reality
After the Fed’s liquidity injections and the stock market rally of recent weeks the emerging narrative is that the banking crisis is not the concern it was. Then again, what
Next Shoes To Drop. Credit Crunch Then Growth Speed Limit.
With the regional bank ETF trading at its 52 week lows, it is clear that the banking crisis is far from over, and this is also the view of Jamie
Rising Real Yields Are Inconsistent With Current Stock Valuations.
The recent divergence between the real yield and the forward P/E is a red flag for US equities. The forward PE Ratio has never been this high compared to real
US Equities Reach The “Death Zone” Versus Bonds
The divergence between bond yields rising and earnings yields falling has driven the S&P 500 Equity Risk Premium to extremes beyond 2008 levels into the clearly defined 110 year “death
Record Option Speculation. Intensifying Downturn. Free Put Options.
Interest rate markets have since reverted to the Fed script but stocks remain near recent highs. For how long can economic trends and conditions which historically have reliably proved to
Inflation Mispricing. Risks And Opportunities.
If Central Banks end tightening too soon this raises the risks of higher inflation for longer. There are also some other key additional risks that could get in the way
The Stimulus Pig In The Economic Python
The current rate cut pivot mania, where immediate rate cuts and higher asset values follow in short order, seems to be out of line with current policy statements and longer
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
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