Transcendental meditation or TM is a technique that I have regularly done over all these years because it is so simple, effective, and the experience of doing it is so enjoyable. I feel sorry for some people who go looking for an effective meditation technique and have to shift through all the land mines of…
Back to school
Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. Some people just resist change. Diversification with alternative strategies that deliver double digit returns at bond…
The bear is talking again
Predictions are hard especially about the future but if you are in our lively show business, what can you do as one of the top strategists? In another report that crossed my desk, Morgan Stanley’s Mike Wilson sees stocks nearly flat in 2024. Not exactly what the bulls are looking for, I know. If you…
World economy to perform better than expected in 2024
I know some people don’t like the the yearly market outlook pieces everyone puts out, but at the very least it gives you consensus perspectives on what market participants expect ahead. If you are looking for some positive yearly outlook pieces from Wall Street, this article from CNBC should brighten up your day hopefully. Yeah,…
Music to the doves’ ears
What did I tell you? Inflation has settled substantially from a 40-year high reached last year. In what was clearly a shock to the bears, the latest US inflation data essentially wiped out the chance of another rate hike. It will also end the discussion about rates staying higher for longer. Traders pulled forward bets…