I have long shared my definition of “inflation” at conferences and webinars that the cost of essentials like housing, healthcare, and education continues to rise, putting increasing financial pressure on individuals and families. While official government data may suggest inflation is under control, the reality is far more concerning. The standard of living for most…

Just wrapped up a partner’s latest weekly report, another insightful read amid these rollercoaster markets. For active investors, the heightened volatility in the coming weeks presents both opportunities and risks. Buckle your seat belts, stay calm and carry on. Here is a section: The so-called “Trump slump” paused for breath last week, and the performance…

I just finished reading an email update from a partner Down Under, feels like we just spoke because we did, on Zoom, a couple of days ago. Good to see they are always keeping me in the loop either that or they just really enjoy my inbox. For now, I will be busy running simulations…

The thought of another Great Depression is enough to make even the most optimistic investor clutch their portfolio a little tighter. Recently, an interesting article packed with charts by the well-respected Edward Yardeni caught my eye. It is a reprint of his September 9, 1985, topical study titled “The Protectionist Road to Depression.” The original…

Recession risks are back in the spotlight, with a growing number of fund managers, analysts, and strategists sounding the alarm. Higher tariffs are being blamed as the usual suspects and for some, the recent market slump is flashing warning signs of an economic slowdown. Yet, after four consecutive weeks of selling pressure, US equities finally…