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.
Inflation Risk Dominates
November 9, 2021
This week, three alternative versions of the S&P 500 Index (SPX) are InFocus: the traditional capitalization (Cap)-weighted SPX, the equal-weighted, and the reverse-cap-weighted version.
Volatility Will Rise
September 21, 2021
For the rest of 2021 and beyond,
markets are going to be very volatile.
The Fed is going to make money worth less. How do we
hedge? When stocks are at a reasonable value, they are a hedge against high
The FED Is Complacent or Clueless on Inflation Risk!
February 18, 2021
Arrow Insights favors global assets, moderate risk asset allocations and managed futures. Our investment rationale is based upon sustained weakness in the U.S. Dollar ($USD) attributable to yield repression policies enforced by the U.S. Federal Reserve (Fed) and excessive money supply growth due to money printing.
Economic-Market Cycles, Equity
& Global Macro Models
November 15, 2022
Normal is nebulous. The 2000-2019 Normal was much worse than
the 20th Century Normal!