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This Decade Is Different – Low Rates Are Gone and Commodities Are Coming Back
US markets are digesting the unwinding of three massive bubbles in stocks, bonds, and real estate. These asset classes have enjoyed consistently high returns due
Trapped Between Inflation and Recession: Derisking Portfolios with High Yielding Investiments
Historically, when the Federal Reserve raises the Fed Funds Rate ten times or 5% in fifteen months, economic growth slows, GDP turns negative, unemployment rises,
SVB’s Collapse Strengthens Gold’s Prospects
The collapse of Silicon Valley Bank (SVB) has quickly uncovered a systemic banking vulnerability that will diminish the return prospects of both the stock and
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