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How to Invest for S&P 5559 on a Central Bank Bubble
How to Invest for S&P 5559 on a Central Bank Bubble None of the potential black swan events like the Hong Kong riots, the Brexit
Gold and Silver Return as Investment Leaders
The black swan risks of a hard Brexit and a Tiananmen Square type slaughter of Hong Kong protesters by the Chinese Communist Party decreased last
Is Hong Kong A Black Swan?
Investors should adjust their portfolios to emphasize gold and commodities and reduce their holdings of stocks and bonds. Income Growth Advisors, LLC believes the future
Trade and Recession Fears Versus Federal Reserve Policy
Volatility returned to the equity markets when the July 31th Federal Reserve quarter point interest rate cut led to a sharp equity market selloff. The
Project Harpoon and the Chinese Two Step
The S&P 500 has retreated from all-time highs as the promise of a US China trade agreement has withered. Additionally, threatened tariffs against Mexico and
The AMID Unitholder Tragedy
The first quarter’s powerful rebound in US equities was driven by improving prospects of a comprehensive enforceable trade deal with China and a complete reversal
MLPs at a Crossroad.
February built on January’s sharp equity market rebound as the Federal Reserve affirmed its commitment to a neutral posture that would not jeopardize the economy’s
The China Factor and Activists on AMID
The S&P 500’s 8.01% January rally reversed December’s 8.80% loss driven by dovish Federal Reserve commentary and improved prospects for a trade dispute resolution between
2018’s Stock Market Volatility
The fourth quarter spike in equity market volatility is primarily the result of the US-China trade negotiations during a multi-year interest rate normalization program designed
The Case for Buying October’s Dip
The S&P 500 declined 6.9% in October as expectations for 2019 earnings comparisons downshifted. With 2018 earnings up 22% and the approaching anniversary of The
Global Equity Market Performance Will Revert to the Mean in 2019
While the US equity market is at record highs, we have become more positive on the market and the economy in recent letters. Fears that
Are Trump’s Foreign Policy and Tariffs Reckless?
The economy is heating up. The second quarter GDP was revised upward to 4.2% from 4.1%. Walmart, the nation’s largest retailer, reported second-quarter sales of