The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
In January we asked if this was going to be a repeat of 2018 as a strong start wound up wiping out all the gains. Well, we now know the answer. The question is what happens next, what should you do, and is the worst behind us.
Our modern economic policy framework is not designed for inflation, nor are many people even thinking about it as a possibility. That is a black swan.
The market rally on Monday was the expected reflexive bounce we discussed in this past weekend's newsletter. The question now is how far it will go, should you buy it, and what you should expect next. The risks are high; a retest of the recent lows will come sooner rather than later.
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
In January we asked if this was going to be a repeat of 2018 as a strong start wound up wiping out all the gains. Well, we now know the answer. The question is what happens next, what should you do, and is the worst behind us.
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
The Fed recognizes ongoing monetary interventions have created financial risks in the terms of asset bubbles across multiple asset classes. They are also aware the majority of policy tools are likely ineffective at mitigating financial risks in the future. This leaves them dependent on expanding their balance sheet which may not be as effective as they hope.
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.