Welcome to Bitchflation: How to Invest When Interest Rates Die
If you’ve actively invested in certain assets at scale, you’ve seen mammoth growth in your wealth. If you haven’t, you might be struggling.
US Stocks
Since the Great Financial Crisis, US stocks have been on a dream run.
It seems like we hit a new record high every day.
Why? Well that’s our goal – to better understand the forces that drive the market. And more importantly, to uncover how it will affect investors like you.
Markets Revert to the Mean Eventually
‘Nobody knows anything,’ may be Gospel Truth. But it doesn’t tell you what movie to watch or what stock to buy.
Monetary Policy Won’t Preserve Economic Expansion
In the next rescue, 2009-2019, debt rose even more. Worldwide, it more than doubled, growing five times faster than GDP.
How to Invest When You’re Caught in the Crossfire
The ramping up of Trump’s trade war with China is leading to a ‘global slowdown’. He’s hitting their factory production where it hurts.
Trump Needs the Trade War to Maintain the Illusion of a Strong Economy
Back in the days of kings and queens, a monarch justified his power by claiming a ‘divine right’ — given to him by God.
Inverted Yield Curve Signals Coming Recession
When the economy is healthy and growing, people buy stocks and the index generally goes up. When it is fearful and correcting its mistakes, they buy gold and the index goes down.
The Fed Should Let the Market Set Rates
Faced with the next crisis, the grease monkeys at central banks are going to do what everyone expects them to do. They’ll turn the screws on savers, harder than ever.
Does Dow History Tell Us We’ve Already Seen America’s Peak?
Markets, economies, and even empires move in great, long-term swings. Sometimes they are forward-looking and expansive. Sometimes they retreat…
Invest in These Three Assets to Shield Your Wealth During Market Volatility
We’re in the longest bull market in US history. Volatility is the new normal. You just have to get used to it.
What Our Grandkids Taught Us About Buying the Dip
Why is the average US man poorer today than he was 45 years ago? His income is lower. And a typical lifestyle costs him twice as many work hours as it did then.
Smart Money Should Beware of a Bear Market Bounce
Gold is real money. So, we measure real wealth in real money…and we compare it to dollar prices.
What the US Government Isn’t Telling You About the Trade War with China
Stocks lost $1.4 trillion in value over the last few trading days. The press is reporting it as a ‘monster bloodbath.’
Why We’re Raising Our ‘Crash Alert’ Flag
So far, the big, fat, ugly Dow has sat on the wall and stubbornly refused to tumble. But last week, Donald J Trump gave Humpty a shove.
Beyond Meat’s Stock Attracts ‘Dumb Money’
Beyond Meat — a company that sells imitation meat products — got whacked with a 12% loss. That still left it nearly 10 times above its initial offer price.
A2 Milk Soars: Time to Get Defensive?
One of the first tests I run is the ability for the company to maintain revenue. And continue paying dividends during an economic meltdown.