Sunday, October 14, 2018

Is The Fed Going ‘Loco’?

The truth is the Federal Reserve did go crazy a few years ago and drove interests rate down to zero which had never happened in history. Now, they are trying to get sanity back and raise them to the proper level.

Global Markets: Investment Opportunities

The Chinese market is down 60% from its all-time highs, the Japanese market is down 50% from its all-time highs. Russia is hated, Zimbabwe has just thrown out a absolutely absurd dictator who ruined the country for 40 years. There are great opportunities there. I've recently invested in a little bit not much in Ghana. Ghana was ruined but Ghana is changing dramatically. They have really smart, knowledgeable people running Ghana now.

Thursday, October 11, 2018

U.S. Stocks Are Weighting Too Much


U.S. stocks are so dominant among developed markets that their position has become “unsustainable,” according to Luca Paolini, Pictet Asset Management Ltd.’s chief strategist. 

Paolini made the argument Wednesday in a Twitter post that showed the country’s weight within the MSCI World Index, representing 23 countries. The U.S. share rose to a record 62.5 percent last month and closed just below that peak Wednesday, according to data compiled by Bloomberg. “Overblown” earnings estimates are among reasons why the percentage is poised to fall, he wrote.

Source: David Wilson, Bloomberg

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