portfoliowatch.png
Stocks will fall, real estate prices will collapse, and unemployment will soar.

Read more

portfoliowatch.png
From where I sit, it seems that stagflation is the most likely economic outcome near term.

Read more

portfoliowatch.png
The premise of my best-selling book “Revenue Sourcing” is that an aspiring retiree needs to plan for one of two economic outcomes, either inflation followed by deflation or just deflation. As time has evolved, it has become increasingly apparent that we are seeing inflation soon to be followed by deflation.

Read more

portfoliowatch.png
In this week’s “Portfolio Watch”, I want to give you a preview as I think it’s important to understand how evolving money leads to economic seasons and what I believe are predictable investing conditions.

Read more

portfoliowatch.png
The reality is that inflation is a result of extremely loose, I would argue reckless, monetary policy.

Read more

portfoliowatch.png
Russia has now loosely tied its currency, the Ruble, to gold and requires any country that Russia deems to be unfriendly to use Rubles or gold when trading with Russia.

Read more

portfoliowatch.png
Despite the ever-so-slight rally in stocks this week, I view the primary stock market trend as down. Unless the market highs of the end of 2021 are exceeded, this will be the case.

Read more

portfoliowatch.png
Thomas Paine, a hero at the time of the Revolutionary War but later much maligned over his views said, “Money is money and paper currency is paper. All the invention of man cannot make them otherwise.”

Read more

portfoliowatch.png
Stocks rallied and gold fell last week. At this point, I don’t view these developments as trend-changing, rather as counter-trend rallies.

Read more

portfoliowatch.png
The Dow to Gold ratio continued to fall last week. As currency devaluation continues, this is an indicator that becomes more meaningful in my view.

Read more

Got A Question