This article explains in the simplest possible terms the fragility of US equities, based on a deeper understanding of the nature of valuation and the earnings cycle. This is why a hedging strategy has become important.
Why Stock Prices Are More Stretched than You Think: A Tale of 3 P/E Multiples
The Unbeatable Investment Management Combination
Conventional asset management isn’t just underperforming. It has structural failures that most investors have never examined. Compounding is the real engine of wealth, and optimal compounding requires proactive processes to
