Friday , 26 April 2024

Investing

Will the S&P 500 Reach 5,000?

I don't doubt that the S&P 500 will rise to 5,000 - someday - but it just isn't likely to be this year or next. Let's logically think about this and just where the two keys to market would need to be for 5,000 to be realistic, which are earnings and the PE.

Read More »

What Is A “Market Melt-up?” Is It Underway OR About To Happen?

Here's a definition of precisely what constitutes a melt-up: “A melt-up is a sustained and often unexpected improvement in the investment performance of an asset or asset class, driven partly by a stampede of investors who don’t want to miss out on its rise, rather than by fundamental improvements in the economy.“

Read More »

The Everything Bubble Must Be – and Will Be – Corrected. Got Gold?

I believe that we are at the end of a very major economic cycle. Not only are markets insane, but so are deficits, debts and currency debasements but also moral and ethical values have now vanished into thin air and been replaced by lies, deceit and the golden calf. We are now in a very critical period for the world since excesses of the magnitude we are now seeing must be corrected... and the corrections will be of a similar magnitude to the rise but happen much quicker. We are talking about falls of 90% or more in all major asset and debt markets. [Let me explain.]

Read More »

Better Recognize Your Investment Biases – Here They Are

There are over 180 cognitive biases that interfere with how we process data, think critically, and perceive reality. Today’s infographic comes to us from School of Thought, a non-profit dedicated to spreading critical thinking. The graphic describes 24 of the key biases that warp our sense of reality, providing useful examples along the way.

Read More »