2018 Headwinds
Chris Belchamber
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Chris Belchamber的更多文章
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Bonds Breaking Equities. Core 7 Allocation.2018年2月8日
Bonds Breaking Equities. Core 7 Allocation.
The recent shift down in SPY may be confirming a larger head and shoulders pattern. Without a change in the trend…
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Federal debt explosion for corporate benefit at already the widest gap between stocks and taxes.2017年11月30日
Federal debt explosion for corporate benefit at already the widest gap between stocks and taxes.
The US is the only OECD country that has ZERO value added taxes. Arguably, total US corporate taxes are the lowest.
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Are you anchored to the absurd? Are you ready for a complete rethink?2017年11月15日
Are you anchored to the absurd? Are you ready for a complete rethink?
Since 2000, growth has become increasingly dependent on explosive growth in Federal Debt. GDP Minus Annual Federal…
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Bond Market Signals A Clear Long Term Warning2017年10月31日
Bond Market Signals A Clear Long Term Warning
One of the most reliable recession signals in history is the Treasury yield curve. The long end of the yield curve is…
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Q3 2017 Review And Outlook2017年10月20日
Q3 2017 Review And Outlook
The chart above shows the extraordinary extent of the rally from 2009 both in time and magnitude . The ratio of the S&P…
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Feudal Financialization2017年10月4日
Feudal Financialization
Illusions of Prosperity Astonishing and accelerating income disparity Trump Tax Plan: 2.4 Trillion more debt mainly for…
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The Cyclical And Debt Forces Pressuring The Fed. And Now QT1?2017年9月25日
The Cyclical And Debt Forces Pressuring The Fed. And Now QT1?
The Fed keeps changing tack from hawkish to dovish on rate rises The Fed enters a cyclical Cul-de-sac The Inflation…
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Investment Management: Why You Need A Complete Rethink. (short version with links)2017年9月21日
Investment Management: Why You Need A Complete Rethink. (short version with links)
Many investors never escape beyond the thinking described in parts 1 & 2 of this note. Advanced models described in the…
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How will your Investment plan manage these changes?2017年9月14日
How will your Investment plan manage these changes?
“The US system is highly optimized for financialization” Financialization leads to extraordinary imbalances, not just…
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Investment Management: Why You Need A Complete Rethink. Part 4 – Active Asset Management. Further Steps To RVAR Improvement.2017年8月30日
Investment Management: Why You Need A Complete Rethink. Part 4 – Active Asset Management. Further Steps To RVAR Improvement.
In Part 4 I will show what I believe is the path to further improvements to RVAR through making a shift to Active Asset…
社区洞察
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MacroeconomicsWhat are the advantages and disadvantages of a fixed versus a flexible exchange rate regime?
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Technical AnalysisHow can you use TA to identify currency fluctuations on specific assets?
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Technical AnalysisHow can you analyze the impact of economic shocks on currency markets using TA?
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Technical AnalysisWhat is the carry trade strategy and how can you use it to profit from interest rate differentials?
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Import/Export OperationsHow can you minimize the impact of currency fluctuations on your supply chain?
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Technical AnalysisHow can you use momentum analysis to identify the most promising currencies?
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Technical AnalysisHow can you determine the best time to use a scalping strategy?
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Banking RelationshipsHow do you determine the best currency mix for global portfolios?
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EconomicsHow can you determine the best exchange rate regime?
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Import/Export OperationsYou're facing currency fluctuations in global trade. How can you safeguard your profit margins?
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