The yield curve inversion is very consequential for equities. Look at the track record and the strength of this signal. Not only did the yield curve have a lower high but now has a more negatively inverted curve.
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Best Investor principles, process, and practice can empower and transform your investing. This comes from studying the wisdom and experience of the most successful investors as measured by multi-decade investment results.
In order to operate at an optimal level you need a north star for everything you do with your investments. A standard that delivers the clarity and definition you need to execute with the confidence and commitment that naturally follows when you know why and how what you do works.
Central Bank Policy has been trying to compensate for weak global growth ever since 2008. Policy measures have twisted and turned over the last decade or so but have only achieved temporary respite in terms of growth, while at the same time their ever growing interventions have introduced massive market and economic distortions that have continued to compound.
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“If one does not know to which port one is sailing, no wind is favorable.”
It is key to use cycles and market behavior to have a sense of the longer term market direction.
Real credit growth was very weak in the last 3 quarters of 2021. Ever since 1952, whenever credit growth fell below 2% per annum, the US economy went into recession.
Investors can benefit from a clear understanding of the dynamics between growth, inflation and the yield curve, and how it signals changes in allocation.
The Fed is on a collision course with market forces, as they are very unlikely to be able to complete the plan they have set out in this forecast. Their plan will reinforce the current decline in growth and may not even last beyond the growth collapse of the coming quarter.
Investors who continue to experience sizeable drawdowns in their account value will have disappointing long term compounded returns. There are many systematic solutions to turn this around.
The inflation dynamics are considered along with how TIPS have uniquely useful qualities in an allocation.
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.