Monthly Archives: January 2020

While stock markets end January at new cycle highs and record hyper valuations, John Hussman’s February missive is worth a little mull for thinking minds.  Here’s a snippet: “Understand this. The more glorious this bubble becomes in hindsight, the more … Continue reading →

Jim Cramer’s comments on CNBC this morning are a mainstream acknowledgement of a secular shift which we have noted for some time now.  The investment ‘belief’ phase in fossil fuel companies has turned. “I’m done with fossil fuels. They’re done,” … Continue reading →

The last thirty years of increasingly more reckless financial policies, behaviours and capital allocations have come at a bad time for baby boomers. Low savings rates, boom-bust asset cycles, expensive housing, fewer guaranteed pensions, low yields and rising insurance costs, … Continue reading →