Click to enlarge:


Source: Bianco Research


Last night, we had a conference call with subscribers discussing the impact of three issues that I believe is impacting all investors. They are:

1) Slowing Global Economy
2) Peak corporate earnings
3) Federal Reserve interventions

If you can guess how each of these 3 resolves, as well as the timing of each resolution, you know exactly how to permission your portfolios.

Everyone else has to consider whats the best way to manage their investments with imperfect information about the future.

Category: Economy, Investing

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

One Response to “Economic Data Has Not Been Very Good…”

  1. Winston Munn says:

    Quantum mechanics makes a dead cat bounce especially troublesome if the cat is not dead, so I use the Heisenberg Uncertainty Principle in times like these – it hasn’t failed me yet – but, then, I haven’t looked, lately, either.