Monthly Archives: June 2018

Global Divergences, Challenging Cycles, Fragile Trends, Selective Allocation

Global Divergences, Challenging Cycles, Fragile Trends, Selective Allocation The most powerful influence on equity performance this year has been the global divergence of growth between the US and the rest of the world. As highlighted a few months ago, http://chrisbelchamber.com/q1-2018-performance-review-markets-in-transition/, … Continue reading

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High On Debt Drugs. What Is Your Financial Priority?

High On Debt Drugs. What Is Your Financial Priority? If you don’t understand debt growth you can’t understand the US economy or markets. As the chart above shows, the lesson of 2008 was that even a minor rest from debt … Continue reading

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The “Passive Investor” Paradox. No-one Is Really A “Passive Investor”.

The “Passive Investor” Paradox. No-one Is Really A “Passive Investor”. Is there anyone who would really invest willingly in a strategy that repeatedly produces negative real returns for around 14 to 29 years? These negative real return periods would also … Continue reading

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