Blog Posts

The metaverse and virtual reality (VR) space is heating up. As social media and gaming increasingly merge, more companies are building their own AR, VR, AI, and metaverse platforms to take advantage. In this article, we look at the best stocks in the metaverse and virtual reality space. Investing in VR and the metaverse can […]

Turkey’s central bank cut rates by 100bps in November 2021, which was expected by the market and Bloomberg consensus. However, given Turkey’s economics fundamentals, the rates cuts were not necessary, leading the country to another currency crisis.     Why did markets throw a tantrum? They didn’t want the CBRT (Turkey’s central bank) to cut […]

In this article, we’re going to cover high-inflation investing and how to profit from inflation. First, let’s start with the basics. Cash is the worst in an inflationary environment Cash seems like the safest investment because its value doesn’t move around much. But over the long run it’s the riskiest considering where the value of […]

Inflation is the highest in the US and most parts of developed Europe in more than three decades, so everyone is seeing their existing level of wealth being eroded. Even for those seeing wealth increases, the real value of that wealth isn’t what is used to mean. Those on fixed-benefit plans and/or those who hold […]

Bitcoin and cryptocurrencies have been an amazing invention and have provided the market with a new type of asset class. But most in the bitcoin and crypto market still have a healthy fear of the risk they’re taking on if they own bitcoin or crypto in any material quantity. Everyone is aware of bitcoin’s lack […]

Policymakers can get what they want, but only to a point. In this article we’ll explain how policymakers are constrained and what it means for markets. Where policymakers are constrained Central banks can do a good job of putting more money and credit into the markets. And, when combined with fiscal policymakers, they’re effective at […]

The credit impulse has been given a lot more attention over the past several years as a potential variable to include as part of a tactical asset allocation strategy. Traders have long known that credit creation is a big factor in what determines prices. The price of anything is the amount of money and credit […]

If you have a retirement portfolio, chances are it has a lot of equity exposure. Your biggest fear probably relates to the capital losses that could occur. Unlike your house, its value isn’t marked to market each day like the stocks you own, so the latter gets a lot more attention in terms of how […]

The US can always pay its bills because it has the power to “print” money. The Federal Reserve controls money creation in the US.  So even if the US has bad finances, as it does – i.e., it spends more than it earns and has more liabilities than assets – the country can always satisfy […]

Low interest rates throughout the developed world mean little to no return on cash or bonds. In fact, when the inflation rate exceeds the nominal return on a fixed-rate instrument, your spending power is actually declining. But there’s still widespread demand for liquid, reliable sources of return.  Bonds usually less volatile than stocks, often significantly […]