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Letters & Reports
These are my periodic letters and special reports for clients and the interested. My general theme are to identify risks and search for opportunities in the biggest trends.
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Embrace Change And Volatility
I am publishing pieces to help investors adapt in an era of rapid change. There are six major secular trends impacting the global economy and markets:
- aging demographics
- climate change
- massive global debt
- central bank intervention
- technological advancement
- geopolitical challenges
By embracing change, we can make volatility our ally. Sustainable investing strategies can be the anchor that builds and protects your financial freedom.
This piece is normally reserved for clients and people registered with BluemoundAM.com. I am making it available due to the urgency that I believe it represents. The stock markets are in increasing danger. Here is a link to my weekly webinar that is available on YouTube on a short delay: […]Read More
For the past few years, I have been writing about how the global economy is poised for a very long period of slower growth. Early this year on MarketWatch, I dubbed what was going on as “slow growth forever.” While I know that people want to believe that the global and U.S. economies can grow faster, the reality is that slower growth is structural in nature.Read More
The “dark” philosopher Heraclitus of Ephesus said that, “the only thing that is constant is change.” In today’s world, change is so constant, and seemingly accelerating, that many people are befuddled because they feel the world is passing them by. This feeling of being passed by, which drives frustration and anger, is nothing new though. Thousands of years ago, people had the same feelings. If change has always caused frustration and anger, has anything really changed?Read More
The saying “sell in May and go away” might have a more true meaning this year than most. Global risks to the economy and markets are rising at a rate I have not seen since 2006-07.Read More
Happy New Year! For me I am glad to see 2015 go. I had a heart injury, a house fire and have been early on several stock picks. Such is life. I survived, nobody got hurt in the fire, I’m back in my house and early doesn’t usually mean wrong if you are patient.
This is very important reading in my opinion, so please get a beverage and hunker down for a half hour. At least one topic I’m going to cover could spawn a book, but I will keep it as short as possible.Read More