Recent Posts - page 2

  • TSP Funds Outlook

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    Fifty percent of the SP500 revenue are non-US revenue. It is actually a global fund even though we think of it as an American fund. For tech sector, the percent is 70%. I think we are in for the COVID effect where the market wakes up late, but wakes up.

  • The Oil Wars are Heating Up

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    The Grand Strategic win goes to China unless the US controls all of the gulf. If not, the PetroDollar dies and the PetroYuan rises. Hell, they produce everything anyway.

  • Unbelievable

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    City skyline behind a cracked transparent glass sphere with stock market chart and upward arrow

    I have no expectations that markets behave normally during war – trade or military. And with midterms less than seven months away, the administration will undoubtedly pull out all the pro-Bubble stops.