In the aftermath of last Tuesday's election results one investment theme has dominated: reflation. Specifically, this suggests that after several years of fiscal austerity and several decades of declining inflation, these trends are on the cusp of reversing. If so, what does this mean for markets?
Read More »Expected Benefits of Trump’s Tax Plan (+2K Views)
The world of taxation at the personal and corporate level is about to go through a radical overhaul. For the most part, in my view, the forthcoming changes will be positive. With a Republican House and Senate, Mr. Trump has a good shot at having a good number of his tax reforms enacted.
Read More »Rethink/Reposition Your Portfolio Allocation – Here’s Why
The potential for greater bond market volatility ahead associated with central bank policy uncertainties, and paltry expected returns, should make investors wanting to own government bonds for their perceived "safe" value think twice.
Read More »Trump Victory Has Many Thinking of Moving to Canada? Here’s a Cost of Living Comparison
You might have heard people claiming that they'd flee to Canada if Trump — or Clinton — won (maybe you've even said so yourself) but you might be surprised to learn that life can get costly over the border. Here is a quick look at what you would pay were you to flee to our neighbors to the north.
Read More »Have Some Money to Invest? Here’s How To Protect Yourself From Ponzi Schemes & Financial Fraud
It is important to ask the right questions and do your own due diligence before selecting an advisor or participating in an investment. This article presents 10 basic steps all investors can take as well as certain indicators that should serve as red flag warning signs of the potential for trouble down the road.
Read More »It’s All-but-certain the Federal Reserve Will Raise Interest Rates In December – Here’s Why
Given what the charts below show it’s all-but-certain that the Federal Reserve will raise interest rates in December.
Read More »What Does Trump Victory Mean for the S&P 500 Today – and Tomorrow?
Investors can certainly expect increased levels of volatility in the near term, and probably some serious sector rotation through the end of the year. Buckle up, because it’s going to be an interesting four years.
Read More »Central Banks Creating A Looming Bubble in Long-Term Debt
In the aftermath of the financial crisis of 2007–2009, analysts and prognosticators have argued over what will likely be the next big bubble: will it be in auto loans, in equities, government bonds, or even in housing again? In fact, the biggest risk facing financial markets may be the financial asset duration bubble. Let me explain why that may well be the case.
Read More »Emerging Asia At A Turning Point – Here’s Why
We believe emerging Asia is at a turning point. The region has faced strong headwinds in recent years, but we now see a number of tailwinds gathering momentum.
Read More »What the Heck Is Going On With the Chinese Yuan?
If you think that China's currency is a little confusing, you're not alone. Sometimes China devalues its currency on purpose and other times, China hoards gold or dumps U.S. bonds to prop it back up and protect its value. What gives? Today's infographic demystifies the Chinese Yuan.
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