Steen's Chronicle - The 10 year bull market just died of coronavirus
Chief Investment Officer
Summary: PeakProsperity interview with Steen Jakobsen
I’m extremely proud to have been part of the below interview w. PeakProsperity’s Adam Taggart and Chris Martinson, and separately our good friend John Hussman.
The full interview is on this youtube link:
Adam, Chris and John are world class at everything they do – a quick look at their CV’s makes you feel very, very inadequate! (Chris holds a PhD in pathology from Duke University where he specialized in neurotoxicology which makes uniquely qualified to combine markets and virus impact)
The power of their skills is seen in this interview between Adam, Chris and I - 100.000 views in less than 12 hours! And that’s for 47 min. long session!
Anyone with a brain needs to follow Chris daily update on Corona – COVID19. Chris has been a constant voice of reason and facts – he is shocking me during this chat by “calling top in COVID19 in the US as late as mid-May”
Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.