This week I want to welcome 500 or so new readers, many at the suggestion of my old friend and sushi partner, Tony Sagami. Lately we have been getting a lot of referrals from readers and other investment writers, and I am grateful for the growth. I do spend a lot of time researching and writing this letter. It is nice to have someone recommend my writing to a friend or colleague.
Read more
Is the stock market the Little Engine That Could? Have I blown it when I suggested you get out a few weeks ago as the Dow rises another 7% and the NASDAQ is up 10% since then and 30% since the recent bottom? Am I early or am I simply wrong? Is there something really different this time?
Read more
In today's e-letter I want to briefly give you an overview of the hedge fund and private offering industry and to show some of you how you may be eligible to participate in this investment arena. If you know what and where to ask, you can get information on private offerings, such as hedge funds, which may be of great interest to you.
Read more
Today we area going to address two topics. The second will be what the numbers tell us about where the economy is headed.
But first, I want to go back to a letter I wrote a few weeks ago. In it, I suggested you get out of the stock market, as the data I am looking at suggests the market is due for a serious drop. That did generate a few negative responses, though not as many as I would have thought. Most were thoughtful comments.
But last week, after a discussion with my good friend Gary...
Read more
The Debt Supercycle theory traces the increasing transfer of private debt to government balance sheets, highlighting its implications, the unique constraints of government debt management, and potential future scenarios—including the limits of government borrowing, the role of bond vigilantes, and the risk of a major fiscal crisis if current trends continue.
Get this free report delivered to your inbox when you fill out the form below.
