Podcast
ISMS 13: Global Interest Rates – Hikes Slow, Inversion Signals Recession
World – End of DM ST rate rise, inverted yield curves remain, high rates in EM.
Read MoreISMS 12: CPI Racing Across the Globe
Is global CPI going to follow the US CPI slowdown?
Read MoreISMS 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?
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