Investment Strategy Made Simple
ISMS 11: US Banking Crisis and Fed Rate Cut
Did the Fed finally break something with its aggressive rate rises? I’ve been repeating in my investment strategy that the Fed will eventually break something, and yes, they did. They did.
Read MoreISMS 10: US CPI Could Decline to 4% By YE23; Unless QE Revs Up
Is US CPI going up or down by yearend 2023?
Read MoreISMS 9: Saving Silicon Valley Bank Brings New Risks
The Silicon Valley Bank crisis started when the US government shut down its economy.
Read MoreISMS 8: Larry Swedroe – Are You Overconfident in Your Skills?
Larry Swedroe is head of financial and economic research at Buckingham Wealth Partners. Since joining the firm in 1996, Larry has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with an enthusiasm few can match.
Read MoreISMS 7: Financials, Cons. Disc., and Utilities Sectors Look Most Interesting
What do you think: Which of the global sectors is most attractive?
Read MoreISMS 6: UK Looks Most Interesting Among the Top 5 Stock Markets
What do you think: Which of the largest country’s stock markets is most attractive?
Read MoreISMS 5: How Rising Rates and Oil Prices Are Contributing to 6.4% Inflation in the US
What do you think: Are we headed for a recession or has the Fed engineered a soft landing?
Read MoreISMS 4: Bond Yields Are Showing the Fed Has Won Its Battle Against Inflation
Unlike EMs, DMs benefited from nearly free money. The market believes US ST rates rise has quelled inflation. What do you think: Has the Fed succeeded at quelling inflation or not?
Read MoreISMS 3: Will the US Have a Recession or a Soft Landing?
Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?
Read MoreISMS 2: The Man Behind the Most Successful Recession Indicator Questions It
In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.
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