Eric’s Strategic Macro Investor

Eric’s Strategic Macro Investor

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How to Invest in 2023 as Bear Growls Louder

Prepare Now for Next Bear Market Phase

Biotech will Recover in 2023 as Big Pharma Ramp Up Deal-Making

Time to Buy Bonds as Yield Curve Inversion Sinks to 40-Year Low; Inflation Rolling Over

CTAs Having a Banner Year Following Poor Returns after 2008 Credit Crisis

Bear Market in European Banks Approaching a Nadir as ECB Finally Boosts Interest & Lending Margins

Britain 'On Sale' after Irresponsible Tax Cuts Trigger Crash of Gilts and Sterling

Bear Market in Late Stages as Financial Stress Hit Post 2008 Peak

Raytheon and Rheinmetall Offer Strong Buying Opportunities amid Secular Defense Bull Market

30-Year Mortgage Rate Increases at Fastest Pace since 1981

Energy Stocks to the Rescue as Inflation Bites

Fed is Lost. Aggressive Rate Hikes will Tip U.S. into Recession as Inflation Peaks

The Inflation Swindle: Until Dollar Declines, Inflation-Hedging will Remain a Challenge

Crisis, Conflict and Possibly, War: Portfolio Construction Vital as the Global Balance of Power Changes in 2020s

Hedge Funds Heading the Way of the Dinosaur

Global Exchange Rate System is Dysfunctional, Inflationary and Volatile since 1971 Nixon Devaluation

Coming soon

© 2025 Eric N. Roseman
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