Global Macroeconomic and Geopolitical Trends
Fifth Week of Trading 2022. Investors were grateful to leave January trading jitters in the rearview mirror. January was a bad start to the year for investors, and most are happy to see it behind them. US Markets soared into midweek, only to pull back in Thursday’s session, warning participants to be cautious. The US […]
Fourth Week of Trading 2022 The fourth week of trading in 2022 was something to behold. At the beginning of trading on Monday, Investors fell through a trap door. Markets plummeted at the open and dropped straight down, only to slam on the breaks in the late morning and recover in the late afternoon. Monday’s
Second Week of Trading 2022 The second week of trading in 2022 was once again dominated by the talk of interest rate hikes in the US. The Federal Reserve (FED) suggested it would take the training wheels off the economy, begin raising rates in an attempt to see if the economy can stand on its
The Weekly Lens – Stocks Read More »
Joe Biden’s Amnesia… Below are the comments from President Biden while responding to the senseless Jonathan Lemire from the Associated Press. (You can click the link below for reference) “Let’s get this straight. How would it be if the United States were viewed by the rest of the world as interfering with the elections directly
Joe Biden’s Amnesia Read More »
What Happens Next Economists describe inflation as “too many dollars chasing too few goods.” When you have too many dollars chasing the same thing, the chase will drive the price up. Things will become more expensive. If you look below, you will notice the stock market chart from the end of World War 2 1945
The Devil is in the Details Read More »
We will fight and hedge them every way we can. Our portfolios are built to survive economic Darwinism. Anti-fragile. The Impartial Lens Model Portfolio +45.65% Vs SPDR S&P 500 ETF Trust (SPY) +17.51%: 11 October 2018 – 20 July 2020: We have had 5 double baggers (+100%) in this portfolio. 4 remain open and we
Portfolio Update July-20-2020 Read More »
“Truth, like gold, is to be obtained not by its growth, but by washing away from it all that is not gold.” -Leo Tolstoy Since we last posted on the US Debt on April 14, 2020., the US Debt has grown by $988,212,848,164 That’s almost another Trillion Dollars in 1 month. The National Debt is
And Another 988212848164 reasons to own Gold or Silver Read More »
‘Sooner or later everyone sits down to a banquet of consequences’ – Robert Louis Stevenson Exit stage denial & enter stage anger. We are exiting the denial stage and entering the stage of anger as detailed in Elizabeth Kuubler Ross’s Paradigm of Loss Model in relation to the Covid 19 Pandemic and ensuing economic crisis.
We have added a short on the S&P 500 -IVY, gone long volatility again, and added some Cows.