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Joined January 2011
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24 Dec 2023
KKR: Glass Half Full - Outlook for 2024
"We think earnings for the cycle already bottomed in 2Q23"
realwealthconcepts.substack.…
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13 Dec 2023
FOMC released updated dot-plot, with 75bps of cuts anticipated in 2024. This is more dovish than the Sept meeting and begins to validate the rally in yields over the past several weeks.
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4 Key Quotes: Wellington Altus 2024 Forecast
THE U.S.’S TECH-DRIVEN REINVENTION
Dr. James Thorne, Chief Market Strategist at Wellington Altus provides his outlook for the markets in 2024
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Lazard: Global Outlook 2024
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22 Nov 2023
Morgan Stanley 2024 Global Strategy Outlook
Key takeaways:
realwealthconcepts.com/morga…
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20 Nov 2023
9 key highlights from Goldman Sachs' 2024 US Equity Outlook:
realwealthconcepts.com/goldm…
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Sarah at Real Wealth Concepts retweeted
18 Nov 2023
Doomsday Clock is almost there, to the end!!
sciencealert.com/doomsday-cl…
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17 Nov 2023
“In the US we may be managing through a period of deflation in the months to come. And while that would put more unit pressure on us, we welcome it because it’s better for our customers.”
Doug McMillon, CEO of Walmart Inc.
realwealthconcepts.com/walma…
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17 Nov 2023
Well, someone just went and said the "D" word.
Deflation.
open.substack.com/pub/realwe…
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15 Nov 2023
Strolling into Nuclear Apocalypse
The unpredictability of human rationality and emotion means the "limited" use of battlefield nukes could easily morph into a full blown nuclear apocalypse.
collapse2050.com/strolling-i…
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13 Nov 2023
How do you evaluate whether to invest or pay down your mortgage?
realwealthconcepts.com/inves…
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10 Nov 2023
Book Summary: Devil Take the Hindmost - A History of Financial Speculation
Classic on manias, bubbles and crashes
realwealthconcepts.com/book-…
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David Bailin, CIO Citi Global Wealth: “It’s a Really Good Time to Have a Diversified Portfolio”
Read his insights on why (along with other Wall St strategists opinions for the week):
realwealthconcepts.com/its-a…
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Share prices down, dividend yields up. Lots of enticing yields out there. But don't get fooled.
realwealthconcepts.com/foole…
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“Grim Picture for Rice Availability in 2024”
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Investors are faced with so much conflicting info. One thing points to unstoppable recession. Another thing points to economic resilience and strong earnings.
How does one invest with such uncertainty?
realwealthconcepts.com/reces…
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31 Oct 2023
- 3900 year-end price target for S&P?
- Rice shortages?
- The debt delusion
What we're hearing from Wall St. strategists this week:
realwealthconcepts.com/rice-…
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30 Oct 2023
US government deficits already high enough to drive Treasury yields up. CBO is predicting this will only worsen over time. Frankly it's unsustainable and something must break.
collapse2050.com/america-is-…
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29 Oct 2023
Historical asset relationships have been broken. Are we at the start of a new economic regime?
realwealthconcepts.com/somet…
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