Brexit

As The S&P 500 Reaches New Highs, Asset Inflation Continues

All factors are indicating an artificially created asset inflation. Earnings are expected to decline with economic outlook being constantly revised downwards. Gold is gaining alongside stocks which confirms that all assets are inflated. Introduction Amidst all the turmoil from BREXIT, negative interest rates and global downward economic growth forecasts, the S&P 500 has reached a… Read More »As The S&P 500 Reaches New Highs, Asset Inflation Continues

BREXIT Aftermath: Where to Look for Returns & What to Avoid Now

The U.S. and Europe are overvalued, especially seeing the current political situation and economic fragility. What’s about to hit Europe and the U.S. already hit emerging markets in 2015. There are opportunities in emerging markets now, but where? Bonds seem the riskiest asset of all with no yield and huge potential downside. Introduction After last… Read More »BREXIT Aftermath: Where to Look for Returns & What to Avoid Now

Is BREXIT Just Noise?

Markets fell on Friday but they are exactly where they have been in the last weeks. BREXIT is noise, investors should focus on slower global growth and fragile financial systems. The market is still overvalued in historical terms but there are some opportunities. Introduction An avalanche of articles since last week’s BREXIT is forecasting terrible… Read More »Is BREXIT Just Noise?

Is Global Recession On Its Way? Brexit May Be A Warning Sign…

Global GDP growth rates are stalling even with increased monetary stimulus. There are several potential recession triggers. It is important to assess the risks a portfolio runs as no one can know when a recession will come, but eventually it will as it always has. Introduction The main FED goals are sustainable economic growth and… Read More »Is Global Recession On Its Way? Brexit May Be A Warning Sign…