Epic Failure Of Policy Leaves A Banquet Of Consequences.
If you have been reading this blog, I hope you were prepared for the return of market volatility. This is an accident waiting to happen and it is just getting
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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.
US Fiscal Exceptionalism Meets A Dollar Sell Signal
Washington just digs a deeper fiscal hole. Let’s be clear. Excessive deficits are your future taxes, or inflation, or both. Policy Chaos: How U.S. Treasury Is Fighting The Fed |
US Stock Market Extremes Diverge From Economic Trends
US Federal Debt Growth Has Exceeded GDP Growth For 16 years.
Stock market rises to record valuation even as economic growth weakens.
Earnings grow is broadly flat over the
The AI Illusion Disguises Policy Failure
Now we can understand what Warren Buffett is telling us.
It is hard to believe that policy makers can balance everything out indefinitely.
In my view, key allocations to
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
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
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