Q1 2021 Review: Highest average equity allocation to the worst ever long term expected return. Be a better investor than Isaac Newton. https://royalsocietypublishing.org/doi/10.1098/rsnr.2018.0018 Many smart and successful individuals often make

“ … 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

​ https://charleshughsmith.blogspot.com/2020/05/globalization-and-financialization-are.html I believe the chart above shows how our financial system morphed into creditism from the late 1960s to the early 1980s, and then financial assets took off.  ‘Here’s

“All Currencies Have Been Devalued or Died” Ray Dalio “There are only a few times in history when M2 growth exceeded real output growth over a 5-year span by the

https://twitter.com/epomboy/status/1255520425595088901  In my view, this is a picture of a failing financial system. What little growth there has been since 2008 has been driven increasingly by debt. However, monetary velocity

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

WATCH JPM. Last Kiss Goodbye? I believe perhaps the most important chart going into next week is JPM. https://twitter.com/KimbleCharting/status/1251643183647334407 Why is JPM so important? Because as massive as the Fed

https://wolfstreet.com/2020/03/29/corruption-in-the-time-of-coronavirus-fed-treasury-corporate/ https://wolfstreet.com/2020/03/26/helicopter-money-for-wall-street-federal-reserve-assets-balance-sheet/   The link above shows the extreme and extensive measures taken by the Fed this week, and the extraordinary acceleration in the Fed balance sheet. There’s much more to

https://www.zerohedge.com/news/2019-06-05/disconnect-between-economy-stocks-record-highs The disconnect between global data and stocks has never been wider. I believe there is a simple explanation. In my opinion record amounts of dystopian interventions, both in the