by adrian tout | Nov 23, 2024 | Forecasting, S&P500
Words: 1,115 Time: 5 Minutes Persistent issues with forecasting Projection vs Reality The need for more adaptive intertemporal thinking Once again, it’s that time of year. Investment houses are set to release their forecasts for the upcoming year. Why they...
by adrian tout | Nov 20, 2024 | Consumer Confidence, Consumer Spending
Words: 1,869 Time: 8 Minutes Post-pandemic consumer resilience Political risks and tariffs Government spending cuts – what’s the impact? The post-pandemic resilience of the American consumer continues to show strength. Recent retail sales data indicates...
by adrian tout | Nov 15, 2024 | Inflation, S&P500, US 10-Year Yield, Valuations
Words:1,888 Time: 8 Minutes Measuring fund manager post-election sentiment Are we seeing inflation concerns under Trump 2.0? Valuation challenges and investing strategy thoughts Markets are notoriously fickle. It made this point here – suggesting traders would...
by adrian tout | Nov 12, 2024 | Inflation, Investing Lessons, Valuations, Warren Buffett
Words:1,421 Time: 6 Minutes Caution about market valuations Does the 10-year yield see inflation risks ahead? Some words on the fear of missing out… Let’s start with some emails I’ve received of late… “Adrian, this market is going crazy,...
by adrian tout | Nov 9, 2024 | Banks, S&P500, Trump, Trump Tariffs, US 10-Year Yield
Words: 1,882 Time: 8 Minutes Markets start pricing in Trump’s pro-growth agenda Global implications of Trump’s economic policies Things now looking very expensive Coming into November 5th – markets were tentatively pricing in a Trump win. For example,...
