John Serrapere publishes a
weekly newsletter which includes in-depth research,
charts & graphs and insights into current and past markets. Click the below links to view a preview of what the weekly inFocus newsletter has to offer. To view this week's entire newsletter as well as all past newsletters, you must create an account.
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Investment Fads Decade by Decade – Booms and Busts!
December 4, 2023
Since Dec 31, 2021: U.S.
Stocks & Bonds Underperform T-bills by -6.5%
Gold Records All-Time Nominal High – A Reversal in Economic Growth
U.S. Fiscal Deficits are Setting a Bear Trap
Arrow Insights (AI) conducts research for the weekly InFocus.
AI reviews economic and market factors relevant to specific financial needs.
Each InFocus examines asset classes and index performance within an asset
allocation context. The primary or secondary objectives are hedging inflation,
deflation, or both. Each InFocus reviews a portfolio strategy model or index
relevant to this process.
AI's market views are grounded in
the links between the US 10-year Treasury yields (UST10Y) that drive asset risk
premiums, which in turn are driven by asset duration: the time from initial
investment and an investor's reception of principal, interest income,
enterprise earnings, and gains from real assets.