Minus 43.8% To S&P 500 Fair Value
On My Radar: Minus 43.8% Correction To Fair Value by Stephen Blumenthal “Rule #3: There are no new eras – … Read more
Steve Blumenthal
Louis Gave – An Important Paradigm Shift Which Will Define The 21st Century
“The deflationary period we’ve been in has come to an end.” – Louis-Vincent Gave, Founding Partner & CEO, Gavekal Research … Read more
Eight Valuation Metrics Summed Up… Yeesh
“Volatility fires almost always begin in the debt markets… Volatility is the brother of credit… and volatility regime shifts are … Read more
The Volatility Trade Flash Crash Explained
“We are replaying an age-old storyline of financial bubbles that has been played many times before…” “This market’s current temperament … Read more
There is no sign of recession in the next six to nine months
“An error does not become truth by reason of multiplied propagation, nor does truth become error because nobody sees it.” … Read more
Folks, we are at historical high levels
“For the first time in a very long time, there’s reason to be optimistic about fundamentals gaining enough traction to … Read more
Master what he teaches, apply it to your profession and you will create amazing abundance. And it’s not just about financial abundance. This guy does “joy” very well
“Happiness is not something readymade. It comes from your own actions.” Dalai Lama Whatever business you might be in, you’ll … Read more
Baby boomers beware!
“Anyone who started investing after 1981 has never experienced a bear market in Treasuries. But with short-end Treasury yields now … Read more
Where You Start Matters
“And then at the end of the day, the most important thing is how good you are at risk control. … Read more
No one consistently can predict anything, especially investors. Prices, not investors, predict the future
“I don’t believe that I am the only person who cannot predict future prices. No one consistently can predict anything, … Read more
BCA Explains Why 1.3% Annual Returns Could Be Ahead
“BIS [Bank of International Settlements] research suggests that the ups and downs of the dollar – and the cycle of … Read more
Expert Predictions From 2008 And 2016, 2017 Revisited
“For when the One Great Scorer comes To mark against your name, He writes — not that you won or … Read more
Investor fear behavior will be as extreme in the next dislocation as it was in 1987, 1991, 2002 and 2008-09
“Earnings don’t move the overall market; it’s the Federal Reserve Board… Focus on the central banks and focus on the … Read more
Dow, S&P 500 & The NASDAQ Since 2000
We think the main attribute of the next crisis will be severe liquidity disruptions resulting from market developments since the … Read more
Demographics, Debt And Dalio
“It isn’t what’s in my head that’s most valuable, although I did learn a lot along the way; it’s knowing … Read more