Investment Strategy
Published: July 16, 2020 Blockchain-based cryptocurrencies have been around for over a decade, since the release of Bitcoin in early 2009. While the asset class has grown considerably, it remains relatively small and highly volatile, so deciding whether to insert a small bit of Bitcoin or other cryptocurrency exposure into a portfolio … [Read more...]
Published: July 2020 In my view, there's still a good case for including gold and gold stocks in a portfolio, despite their recent period of outperformance. In other words, I still think we're in the first half of this gold bull move from 2015/2016 lows, rather than the tail end. Chart Source: St. Louis Fed I added gold and gold … [Read more...]
The world has a debt problem. Specifically, debt as a percentage of GDP has climbed to very high levels throughout the world. Developed markets on average have much higher debt than emerging markets, but emerging markets often owe debt in currencies they don't control (like dollars), so it's a very large problem all around the globe, albeit with … [Read more...]
Readers can now buy the 2020 Global Opportunities Investment Report: This report looks at 32 international markets, and compares their growth, debt, valuations, stability, and currency strength to give investors insight on where to allocate their money globally. 5 out of 32 countries scored a "strong" rating overall, meaning that they … [Read more...]
Quantitative easing (QE) occurs when central banks, such as the U.S. Federal Reserve, create new money to buy government bonds or other securities. Some people fear that it will cause high inflation or even hyper-inflation and that it is essentially money-printing, while others suggest that it has no impact on inflation because the money that is … [Read more...]