Ned Davis research writes ….note the red arrow at the top right. Readings above 70 have found us in recession 92.11% of the time (1970 to present). Several months ago, the model score stood at 61.3. It has just moved… Continue Reading
Some smart investors rarely give interviews and I am always on lookout for Felix Zulauf views on market. Below is summary of his latest interview……Via CMG wealth Article by Lauren R. Rublin, October 5, 2018 Felix Zulauf was a member… Continue Reading
The problem is not debt, it is the productivity of debt and if you see the chart below from IIF things are going in wrong direction. On top of that it is the govt which has accumulated debt as it… Continue Reading
Scott Minerd’s of Guggenheim’s Partners is one of the smartest guy in investment . Below is his interview transcript Marina Grushin: What makes you confident that the US economy will enter recession in early 2020? Scott Minerd: Confidence in our… Continue Reading
‘Global Financial Stability Report’, by IMF has a key focus on the global financial stability assessment, and the fragilities in Emerging and Frontier Markets. Summary Financial Conditions have tightened in EMs ex China, reflected through outflows and asset market pressures… Continue ReadingRead More...