Jan 19, 2024 – Our belief is that there will primarily be one call to get correct—one call to rule them all—and that is whether the US economy has a hard landing (recession) or soft one. Getting this call right can set the tone for everything else as...
Jan 12, 2024 – Throughout history, we’ve seen numerous instances where capital heavily concentrates into a single company or a small cluster of stocks, such as the Nifty 50 growth stocks in the 1970s or the tech sector in the late 1990s. Often, such herding...
Jan 4, 2024 – The journey towards Artificial General Intelligence (AGI) has been a long-standing pursuit within the AI community. The striking progress made by Google's new Gemini model has prompted a significant update towards...
Dec 14, 2023 – In a recent interview with FS Insider, well-known investment strategist Felix Zulauf discussed his macro outlook for 2024, including a bull run in the stock market into the first quarter of 2024 followed by the potential...
Dec 5, 2023 – The past decade has seen unprecedented levels of deficit spending and debt accumulation by the US government. According to the data, this unsustainable path will eventually lead to fiscal and economic crises if...
Nov 10, 2023 – High inflation, labor strikes, a major hostage crisis and war in the Middle East are just a small handful of the events considered hallmarks of the 1970s period. Amazingly, we see these same events...
Nov 1, 2023 – The truth is that as we get older, health challenges and unexpected events are more likely to occur. Therefore, I have provided below 15 important asset & debt, tax planning, insurance planning, and estate planning items...
Oct 23, 2023 – In today's fast-paced world, achieving a long, healthy, and fulfilling life has become a sought-after goal that many aspire to. Fascinating insights from global observations can possibly guide us to the secrets of longevity...
Oct 11, 2023 – During the Great Depression, the deficit as a percentage of GDP reached a high of 6.1% in 1936. In 2009, we reached another record of 9.8%. However, over the last few years, all prior records have now been shattered...
Oct 5, 2023 – One significant challenge in achieving a swift transition away from fossil fuels lies in the fact that approximately three-quarters of the global population, encompassing regions like China, India, Africa, and South America...