Author Archives: Chris Belchamber

Weekly Investment Insight 09132021 – Inflation Pressure and Stagflation

1. Inflation is still trending higher. Inventory to sales reflects supply to demand. The everything shortage and price hikes mechanism is in full flow. This should be characterized as trending inflation. Check out the details from the Fed’s Beige Book. … Continue reading

Posted in Market Notes | Leave a comment

weekly investment insight 09062021

  Weekly Investment Insight 08302021 Focus Five 1.  “Narrow money supply is going off the scales. Yet at Jackson Hole it was never mentioned, except in a footnote. Equally incredible is the gullibility of the investment establishment knowing that money … Continue reading

Posted in Market Notes | Leave a comment

weekly investment insight 08302021

The 5 most impactful comments. 1. The US has the easiest financial conditions ever and is far behind the rest of the world in starting to reverse policy.  https://twitter.com/LizAnnSonders/status/1431209487810060290 In fact the Fed increased asset prices over the summer even … Continue reading

Posted in Market Notes | Leave a comment

weekly investment insight 08232021

  1. Are you a Dunning-Kruger? How good do you think you are? 2. Central Banks cannot really taper with this slowdown. 3. The Dollar’s Debt Trap. 4. When the ducks are quacking, feed them. Stock issuance breaks all records. … Continue reading

Posted in Market Notes | Leave a comment

Weekly Investment Insights 08162021

1. The folly of ruling out a collapse. The valuation metric that most closely inversely correlates with poor future long term returns is unequivocal. 2. “Scramble for survival” for the next decade. Don’t miss Larry Lindsay’s Interview. 3. “Noise. A flaw in … Continue reading

Posted in Market Notes | Leave a comment

Q2 2021 Review. From Extreme Distortion To Unstable Dysfunction.

Q2 2021 Review. From Extreme Distortion To Unstable Dysfunction. One way to look at whether QE has distorted asset prices is to create a ratio chart. The chart below shows that this ratio of the S&P 500 to the Fed … Continue reading

Posted in Market Notes | Leave a comment

4 Key Insights You Need to Become a “Best Investor”

4 Key Insights You Need to Become a “Best Investor” Whether you are just starting your investing journey, or you have been an investor for years, your goal is probably to gain financial freedom. But investing, as you know, can … Continue reading

Posted in Uncategorized | Leave a comment

Why Relying on Investing Benchmarks Might be a Costly Mistake

Why Relying on Investing Benchmarks Might be a Costly Mistake The following is adapted from Invest Like the Best. https://geni.us/InvestLiketheBest To succeed as an investor, you must be able to determine how effective your investment strategies are. That’s probably not surprising … Continue reading

Posted in Uncategorized | Leave a comment

8 Books That Will Help You Re-Take Control of Your Life 

Entrepreneur Insider LIFESTYLE 8 Books That Will Help You Re-Take Control of Your Life By drawing on the expertise of others, you can go a long way towards ensuring that your path forward will be a successful one. Peter Daisyme … Continue reading

Posted in Uncategorized | Leave a comment

The “Helicopter Parent” Fed and the Fatal Crash of Risk. To Succeed as an Investor, You Need to Understand These 2 Simple Concepts.

“Helicopter Parents generate a perfection of moral hazard, defined as there is no incentive to hedge risk because one is protected from its consequences. Moral hazard perversely increases the incentives to take on more risk because Mommy and Daddy (the … Continue reading

Posted in Market Notes | Leave a comment