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
Post Tagged with: "Economy"
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
Each year I write my “futile forecasts” for the coming year. The idea behind “futile” is that most forecasting gets looked at the wrong way. It’s not about getting some number right at the end of the year It’s about navigating change. Register to read.Read More
The rally off of the almost bear market correction of late 2018, has led to a near euphoric take by many investors as 2019 had a large gain. In reality, the stock market moved up about 20% over the past 2 years, or about 10% on average per year. Exactly in line with historical averages.Read More
2017 marks the beginning of a pivotal period for the global economy and geopolitical landscape. Over the past 40 years, the underpinnings of expanding global trade — globalization — has led to unprecedented economic growth. The remarkably uneven distribution of that growth and wealth creation, however, has finally caught up with the system. The world is facing a rise of populism with overt nationalist leanings in many countries — much like the period between World War and World War II. Onto that stage, enter President Trump.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