Sitemap - 2023 - Eric’s Strategic Macro Investor
Contrarian Investment Ideas for a Frothy Market as the VIX Plunges to 4-Year Lows
Diversification Failed in 2023 as Mega Tech Powers S&P 500 Index
Two-Tier Euro Inevitable as High Rates Threaten to Blow out Weaker Credit Spreads
Investment Advisors to be Phased Out by 2035
Avoid most Banks ahead of Recession in 2024
Conflicts are Buying Opportunities
Hedging against a U.S. Debt Crisis
U.S. Dollar Cons the World as 'King of Debt' Draws Huge Inflows from Nervous Investors
Inflation-Hedging Proves Challenging since 2022 as Investors Struggle to Beat Rising Prices
China's Struggle with Deflation Marks the Peak in post-Covid Inflation Bulge
Bonds Looking Better as Credit Card Spending Exhausts Consumers this Fall
This Isn't Paul Volcker's Late 70's Economy
Foreign Markets Finally Outpacing S&P 500
Deep Cyclicals Offer Great Value as Investors Dump Economically Sensitive Stocks
Gold Entering Sweet Zone as Dollar Bull Market Finally Comes to an End
Echoes of 2008 Under Way as Bank Credit Stress Contagion Spreads
Big Pharma Hammered in Winter Sell-Off
Bullish Case for Domestic Chinese Airlines
Global Risk Rally is a Surprise for Bears, but it Won't Last
Central Banks won't Tolerate Risk Rally
If 2020s is Repeat of 1970s Inflation, Big Rally might Unfold for Stocks and Bonds in 2023