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.
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Post Tagged with: "Economy"
Q2 2022 Quarterly Outlook & Game Plan
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.
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Kirk’s Crystal Ball Into 2022
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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Q4 2021 Outlook & Game Plan
We are accumulating cash with the idea that we get a good buying opportunity in the next year. Register to read.
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2021 Outlook
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.
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2020 Outlook & Game Plan: Navigating Overvalued Markets And Uncertainty
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.
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2017: Challenges and Opportunities for the Trump Presidency
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.
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Understanding and Investing in the “Slow Growth Forever” Global Economy
“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.
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