The TSP S fund has less direct exposure to international revenue and has benefited in 2018. The TSP I fund has been hit by two forces – the slowing rest of the world economy and currency risk as the dollar rallies.
It does not take a crazy imagination to envisage a global crisis beyond the scope of 2008/09. …A full-fledged global depression would require a synchronized global Bubble, replete with systematic Credit excess, […]
Members: I sent an email recently that touches on aspects of Doug’s article below and how I view it from an investment point-of-view. An important point to repeat is the concept that […]
The Dow Jones Industrial Averages is the oldest market index and widely followed. It only holds 30 companies that represent a cross section of the US economy. The DOW has removed the […]
The TSP I fund following the Bellwether timing from July 4th 1998 to June 2018 (21 years) had an annualized return of 10.15% if it switched to the TSP G fund for the unfavorable season. Compare this to the TSP I fund Buy and Hold return over the same time period of only 4.77% annualized.
A Bubble collapse presented Dr. Bernanke the opportunity to test his academic theories, unleashing unprecedented monetary inflation specifically targeting securities markets. His policies spurred similar monetary inflation around the world that has […]
I have an online business. I have only paid sales tax in the states my business has a “nexus” with. The Supreme Court just ruled that states should be able to tax […]
The pressing issue for global markets goes far beyond widening interest-rate differentials. Markets anticipate a future with the Draghi ECB eager to expand QE and, across the pond, the Powell Fed reluctant […]
An overheated economy and highly speculative equities market should weigh on the FOMC during Tuesday and Wednesday’s meeting. And a potentially critical ECB meeting comes Thursday. Currency instability, fragile EM and European periphery and a Bubbling U.S. create quite a challenge for our global monetary commanders. Cracks in the global Bubble have markets betting central bankers don’t have the guts to normalize.
I may need to add the TSP International fund to our seasonal tracking of our Bellwether signal. Take a look. The TSP I fund is the international fund which holds the largest […]