Global tactical ETF asset allocation. Designed to be risk managed and opportunistic. Includes “Retirement Trends” model. Also for use with your 401k. Read More
The Petrodollar and dollar obituaries have been written for two decades now. And every time wrong. Both the dollar and Petrodollar will survive, one long-term, the other long enough. Get a free library card to read this important economic piece.
Today we expanded our discussion a bit to include different ideas of liquidity and market impact. Discussed several stocks, how I think of them, what the market is missing and why I’m buying. Briefly discussed the coming acceleration in the changes in the energy system. We will discuss SPACs and what to look for as an investor on Monday’s stock call. We will discuss the energy transition and investment opportunities with a new working paper next Friday. Free Library Card for access.
The stock market was down 2.5% on Wednesday and the breathy talking heads tried to put a narrative to it. It’s all garbage. There are only 3 macro things that matter and the rest is finding tomorrow’s value. 80% of investors are just emotional chasers, both up and down. Panic buy and panic sell. You can be better.
My forecasts for 2021 and beyond for stocks, the dollar, bitcoin and more. Plus, exactly why to use our barbell investing strategy for the 2020s. Free access with your library card. Sign up today if you do not have one. Macro Monday, special reports, Monthly FTO (Fundamental Trends Outlook) and access to archives. Get your Free Library Card Today.
Summary Coronavirus vaccines have given the markets hope and propulsion in recent months and now we have our first major Covid-19 mutation.Congress came together on a minimalistic support bill, but it won’t be enough for 8 million Americans newly in poverty or the 34 million that were already in poverty.Central […]
Macro Monday brings a concise look at the most important economic items impacting the stock market. This week we discuss the inflation, deflation, Covid-19 vaccines and a Federal Reserve wildcard. Members and Free Library Card holders have full access.
Kirk On The Web
Links to webinars and what I'm reading today with some occasional clever commentary...
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