U.S. asset inflation and the savings glut
Assets are bound to be in limited supply - it is inexhaustible demand, unshackled by access to abundant credit which needs to be understood
US Market
Tariff Folly - a Sense of Purpose...
Tariffs are supposed to set the U.S. economy on a virtuous growth path - Now comes the hard part of convincing America's business to make long-term commitments, to re-industrialize and to allocate the considerable financial resources to do so
Tariffs - the U.S. and the World
Global trade has been upended by the Trump tariff policies and there is no turning back. Each country's political standing will weigh on its economic outcome but all will have to reinvent their trade strategies
America - Strolling through the XXth Century
In vintage photography, quiet statements of forbearance, and trust in equal opportunity, regrouping in times of crisis and communing in shared beliefs of belonging speak loud and clear
America - Tariffs and Voices of Common Sense
With the CEO of Detroit Axle, the American Dream finds a voice, a voice of experience and hard work, to speak out about tariff policies, impacting competitiveness and distorting markets, with costs borne ultimately by the U.S. economy
Themes - a Grid spots Underlying Market Trends
Pininvest themes are the basic elements of a grid, ranking market factors dynamically and highlighting shifting market trends to support forward-looking investment strategies
Will bond yields keep trending up ?
This at least is the assumption today - an existential question for bond traders and for the stock market - framed by structural factors in the global economy but ruled by perception
Pinindices - Checking small-cap trends against the FAANGMs
Assess trends on Pinindices by charting the segments driving the stockmarket up or down. It might pay to watch the massive divergence between megacaps and small caps in the Total Market 1200 index