This article has astonishing insight on current thinking at the higest level of central bank policy discussion. Very clearly there is growing awareness that over the last 5 years their policies have not provided anything close to a durable economic resolution and now...
Archives | Month: April 2014
Schedule A FREE Consultation
HIM exposes flaw in Fed policy, main source of Fed’s major forecast errors
Do higher stock and house prices produce higher growth as the Fed believes? If so, not much, if any. This explains the poor forecasting by the Fed and why it may be a good idea once again to prepare for a different outcome than the Fed forecasts....
Federal Reserve Playbook
The Federal Reserve now has a very difficult hand to play. This video does a great job of describing the set of issues that will shape its decisions: https://www.youtube.com/watch?v=o_Jt39TdcmM&feature=em-uploademail-ctrl
Does equity valuation matter? 100 years of data.
Valuation is so crucial to long term investment success but so poorly understood. 100 years of data on US equities shows the record. The current CAPE value is 25. What are your expectations? http://mebfaber.com/2014/04/15/a-spectrum-of-possibilities-probabilities/
Jim Rickards: The “Solid Earnings Growth” Myth Explained
The consensus believes that the US has just begun a long economic recovery, whereas we believe it is already quite advanced and vulnerable to events in Asia. Falling US MSCI profits are an extremely important straw in the wind that investors will ignore at their...
Jim Rickards: “The coming collapse of the international monetary system”
Podcast of Jim Rickards discussing his new book out next month with Simon Black. http://www.sovereignman.com/podcast/003-the-coming-collapse-of-the-international-monetary-system-13907/
The Permanent Recession
Since 2000 we have been stuck in a "permanent recession". Over this period economic policy and financial engineering have merely masked this reality. Unfortunately, all they have achieved has been to reinforce the "permanent recession". This will continue until the...
Start Today
Investing like the best can lower your stress and risk levels while bringing you higher, long-term returns. It can provide a stable platform for planning and give you more financial security now and for the rest of your life. Let’s get started.