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Is the Federal Reserve Wrong Again in Believing Inflation is Transitory?
Between October 13 and February 2, the stock market enjoyed a healthy rebound on the optimistic market outlook that the Federal Reserve’s rapid 2022 tightening
Improving Investment Strategy with Cycle and Sector Timing
The current market environment is unpredictable. A few months ago, most economists were forecasting a recession in 2023, but in recent months persistent consumer spending,
A Brief History of Market Cycles – IGA’s 2023 Investment Strategy
“Patterns repeat, because human nature hasn’t changed for thousands of years” said legendary trader Jesse Lauriston Livermore. We believe that today, Wall Street, broadly speaking,
Safe Havens for a Volatile 2023: Precious Metals, High Yielding Equities, and Cash
The prospects for stocks and bonds in 2023 are not great. Consequently, we are overweighting safe- haven investments like precious metals, high yielding stocks, and
A Soft Landing is Possible, but Not Probable
We have been bearish on stocks, bonds, and real estate for two years, but see a glimmer of hope that a meaningful economic recession and
When Will This Pain End?
The major indexes experienced their worst first nine months of the year since 2002, with declines in the Dow Industrials of -18.6%, S&P 500 of
Inflation’s Pain Cometh
S&P 500 earnings have topped. The Federal Reserve talks tough. Rising energy prices threaten a European depression. Supply-side not monetary solutions are needed. Following
Tellurian Shifts Financing Strategy
Tellurian’s Driftwood LNG project financing is imminent. Tellurian’s integrated model is more lucrative than tolling. LNG is a leading transition fuel and critical to Europe. Full Notice To Proceed is as important as FID. If successful, Tellurian could provide exceptional returns. Company Profile and Opportunity Tellurian Inc. (TELL) is an integrated LNG (Liquid Natural Gas) producer. TELL owns, develops, and produces its own natural
Entering The Next Phase of the Inflationary Bear Market
The market’s decline rests with how severely earnings decline. Massive Federal Reserve Accommodation has led to multiple asset bubbles. Inflation will be tenacious due to
New Inflationary Cycle Investments and Strategies for Secular Bear Markets
Stocks, bonds, and 60/40 had terrible first half. No surprise. The market has potentially 50% more downside, but that is not the worst case. Reflationary
Portfolio Construction in Today’s New Investment Environment.
The investment environment has radically shifted to a commodity driven inflationary super cycle. Inflation has not been this severe in 40 years. Regrettably, commodity shortages,
Inflation Cycle Risks Secular Bear Markets in Stock, Bonds, and Real Estate
With inflation hitting 40-year highs, interest rates are rising rapidly toward normal historical levels. With accelerating urgency, the Federal Reserve, the U.S. central bank, is