Are Your Returns Above The Line?
The chart above is a representation of risk and return in US securities markets over calendar year 2017. The coloured squares show benchmark results for well known indexes. The green and red circles
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.
“Next Global Downturn Will Blindside Most”
Spectacular equity gains have a fragile and weak fundamental basis. Primarily based on a massive debt explosion favoring equities. Corporate earnings broadly unchanged over the last 3 years Job gains
Are you anchored to the absurd? Are you ready for a complete rethink?
Since 2000, growth has become increasingly dependent on explosive growth in Federal Debt. GDP Minus Annual Federal Debt, is turning down again. While anchoring is a very understandable behaviour or
Petrodollar Power Plays
Some pictures make you stop and think. Last month King Salman became the first king of Saudi Arabia to travel to Moscow and he bows to Putin. He also brought
Q3 2017 Review And Outlook
The chart above shows the extraordinary extent of the rally from 2009 both in time and magnitude . The ratio of the S&P 500 to its own volatility, VIX, shows
Investment Management: Why You Need A Complete Rethink. (short version with links)
Part 1 – The best assessment of Investment Management is not Returns. Chasing past returns can be disastrous. So just looking at historical returns can lead to big problems.
Investment Management: Why You Need A Complete Rethink. Part 4 – Active Asset Management. Further Steps To RVAR Improvement.
In Part 4 I will show what I believe is the path to further improvements to RVAR through making a shift to Active Asset Management with tactical allocation models. The
Why You Need A Complete Rethink. Part 1 – The best assessment of Investment Management is not Returns.
Investment Management: Why You Need A Complete Rethink. Part 1 – The best assessment of Investment Management is not Returns. How can you judge whether your returns or any investment manager’s returns
“Bubble or Recession: The Fed Must Choose”
Credit Growth Weak This Cycle And Now Falling Number of OECD countries with inflation below 2% is continuing to trend higher! How can the Fed possibly unwind QE? Jim Rickards
H1 2017 Performance Report
Central Bank domination of Economic policy and markets continues and accelerates Creates escalating economic and market dysfunction Unprecedented challenge for long term investment Yield curve and TIP suggests policy is
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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