Category Archives: Market Notes

5 Vital Steps To Choosing A Financial Advisor

Should you talk to a Financial Advisor? Ask for Financial Planning? Asset Management? Wealth Management? Investment Management or an  investment manager? Investment Adviser or Registered Investment Adviser? What really matters to the client is not immediately apparent from any of … Continue reading

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The Supernova Model Of Financial Collapse

​Every unsound investment has a very bad ending sooner or later Central Banks have made the global financial system unsound through excessive leverage  Central Banks Weakened The Economy To The Point Of No Return, With Massive Uncontrollable leverage Just Like … Continue reading

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Launching Quant Agora

TradeStops have recently announced a new level of portfolio management capability that they call “Pure Quant”. This technology takes their already highly successful “Stock State Indicator” (SSI) and makes it easy to apply to a wider range of investment ideas … Continue reading

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“Shocking Truth” About Policy, Central Banks, and Markets

Central Bankers are the source of the instability they themselves are supposed to remedy. Central Banks are supporting mind boggling leverage in the system to fuel market support, compounding the instability. Central Banks then “solve” that problem too – Market Intervention … Continue reading

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How China Could Change The Global Financial System.

Bank lending stopped growing immediately Trump was elected. Capital One’s charge-off rates are climbing steeply from Q3 2016. What happens when the old debt starts decaying faster than new sugar shot debt can offset? “objectives can only be achieved by … Continue reading

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Stagflation Is Coming. US Investors Completely Unprepared. Missing Half The Policy Duality.

US bank loans peaked at the lowest level of any cycle going back to 1967 and have now rolled over. $1 trillion of financial assets just in the first four months of 2017, which amounts to $3.6 trillion annualized, “the largest … Continue reading

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Creditism Meets Collapse In Loan Creation.

“loan growth in the US has not only ground to a halt but, for the all important Commercial and Industrial Segment, has dropped at the fastest rate since the financial crisis, some (until recently) economic optimists, such as Bank of America’s Ethan Harris, … Continue reading

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Trade Confusion, Asia, And The Dollar. Wake Up For The Most Important Financial Moment Of Our Lives.

Asian gold demand goes exponential. At the same time as US debt has also gone exponential. Trump’s Disastrous Trade Policies Can only Accelerate The Trends G20 Dumps Free Trade At Trump’s Insistence US Investors Pile Into US Equities At The … Continue reading

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Why the 60/40 Stock/Bond Portfolio Could Ruin You. Think Cycle Dynamics.

Why The 60/40 Stock/Bond Portfolio Could Ruin You. Think Cycle Dynamics. “We will only prosper if we relentlessly search for the truth, otherwise the truth will find us through volatility.” – Chris Cole Financial advisers have recommended for decades that … Continue reading

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Not Growth. Desperate Policy Extremes And A Debt Supernova. Only For Tactical Investors.

Since 2008, the growth in government debt has exceeded economic growth every single year! “If government debt had not grown like this, the economy would have contracted every year!” Richard Duncan. So clearly all policy makers had left in an … Continue reading

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