Friday Investment Talk: Bond Yields, AVC Investment Strategy, Recession

Bond Yields are nearing 2% in US and Italy. This has killed the long term Austrian bond we love to look at. Investing in energy, precious metals and defense contractors has paid off since the start of the year. Our strategies show strong outperformance compared to the $SPX. Recession is predicted by the S&P 500 Read more ➝

Friday Investment Talk

Friday Investment Talk: Lithium, Iron Ore, Palladium, Inflation

Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI Read more ➝

Economist Normalcy Index

Friday Investment Talk: PPLI, US Recovery & Jobs Data

As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send Read more ➝

Yields of VNQ, DVY, TLT

Friday Investment Talk: China, EM Inflation, Dividends

Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the Read more ➝