Category Archives: Main Page

WEALTHTRACK: Imminent recession-extended bear market

Those of us who diligently do clear-eyed, independent, financial and macro analysis, know how to assess market cycle characteristics with historically reliable indicators. Today, we are looking more top than bottom-like. The segment below offers more sober updates. One caveat … Continue reading

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Danielle’s 10 Timeless Truths on effective allocation decisions

President and Portfolio Manager at Venable Park Investment Counsel, Danielle Park takes the stage at the 2022 VRIC to lay out ten timeless truths that all investors should ponder when deciding where to allocate capital.Here is a direct video link.

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Recessions squash inflation and risk assets

Amid the highest inflation readings in decades (a backward-looking lagging indicator) and talk of central bank tightening through 2023, it’s worth noting that Treasury inflation-protected securities have fallen 12% since last summer. The TIPS ETF price (below since July 2019) … Continue reading

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