2023 Midyear update for clients and the interested. This market is less certain than usual. We are at an “anything can happen” area and should be ready for anything that can happen. Sign-up for free access.Read More
Post Tagged with: "demographics"
The Federal Reserve is tightening and traders are fighting the Fed. That’s never turned out well for traders or those who chase. I am focused on growth, value and quality while holding an oversized portion of cash on hand.Read More
Please see my quarterly market outlook and game plan. This quarter we discuss the Fed tightening process. Sign in to read. Create a profile if you do not have one. Please see my terms and conditions in the About section.Read More
My annual “futile forecasts.” The most important thing about forecasting and predictions is that it can help you prepare for various scenarios.
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We are accumulating cash with the idea that we get a good buying opportunity in the next year. Register to read.Read More
“Slow Growth Forever” is the central theme that will impact investing for decades. Demographics lead the economy. Higher birth rates and more people escaping poverty is good for economic activity, but potentially bad for resource scarcity.
To support growth long-term, we will have to find sustainable ways to rebuild the world. It won’t be easy with so many entrenched interests.Read More