Category Archives: Notable Articles

US Markets. The Debt Bet. 5 questions. Interest rate cycle turn.

https://wolfstreet.com/2018/10/16/who-bought-the-1-6-trillion-of-new-us-national-debt-treasury-securities-foreign-domestic/ Investors in US equities should no longer be under illusions about what is the main driver of the rally since 2009. Debt, and government debt in particular. Attribution was examined in detail here: http://chrisbelchamber.com/stock-market-rally-attribution-debt-dependence-cyclical-risk/ The S&P 500 has left … Continue reading

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Transform Your Investment Mindset. Transform Your Long Term Wealth Accumulation.

Free Webinar 7pm to 8pm Monday November 5th Transform Your Investment Mindset. Transform Your Long Term Wealth Accumulation. The challenge of becoming a successful long term investor is rarely addressed in full. Without the proper foundation the markets will find … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 5.

Step 5. Defining The Most Important Investment Assessment Metrics. “Consideration of risk must never take a backseat to return.” Seth Klarman https://www.slideshare.net/vlad0/seth-klarman-the-forgotten-lessons-of-2008 “Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1.”  Warren Buffett https://www.forbes.com/sites/agoodman/2013/09/25/the-top-40-buffettisms-inspiration-to-become-a-better-investor/#4d6752e97ccb “One … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 4.

Step4. The Simple And Essential Math Of Investing. Very little is more important, when it comes to investing than understanding the basic dynamics of risk and return and how to use these two crucial concepts to your best advantage. In … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 3.

Step 3: Focused Alignment With Suitable Strategy. Avoiding Impulse Triggers And Linear Thinking. Debunking Investment Myths. “You’ve got to be careful if you don’t know where you’re going, ’cause you might not get there.”  Yogi Berra “With every new wave … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 2.

Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 2. Step 2 of 7: How psychology and technology can improve your investing Step 1 focused mainly on describing the broad challenge of increasing the probability of long term … Continue reading

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Investment Mindset Bootcamp. Stop Gambling. Start Accumulating Long Term Wealth. Step 1.

Step 1 of 7: Awareness and understanding the challenge of long term investment success. “Man is a gregarious pack mammal. We don’t do well alone. Consider, solitary confinement is one of our worst punishments. Now, apply this to what it … 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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Stagflation/Quad 3, Real Yields, And Allocation To TIPS

In the US both breakeven inflation AND real yields have risen Positive real yields are hard find across the globe. A 1%-real yield in the US locked in for 10 years is internationally attractive. The cycle is likely in a … Continue reading

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IMF Warns On US Policy. Markets Depend On US NOT Fixing It.

No wonder the IMF has been forced to speak up on US fiscal policy. US finances have taken an extraordinary turn in the last year or so, and we are only just beginning to see the effects. 3 charts show … Continue reading

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