Many are regretting not preparing for the disruptions they are now facing. What should you prepare for next? How about beating this thing. Some predictions: * One or more of the dozens of antibody tests in development works * Private supply chains distribute these tests across the globe * Western democracies adopt reasonable,
While the long-term remains uncertain, the rest of 2019 should be very positive During the summer, I expressed a three-part argument here [https://complexityeverywhere.com/summer-of-our-discontent-in-markets-part-1/], here [https://complexityeverywhere.com/summer-of-our-discontent-in-markets-part-2/], and here [https://complexityeverywhere.com/summer-of-our-discontent-in-market-part-3/], for a downward transition in stocks: * Critical slowing down [https://en.wikipedia.org/
This is the second in a three-part series on the growing likelihood of a transition in major markets. Part 1 [https://complexityeverywhere.com/summer-of-our-discontent-in-markets-part-1/] focused on Macro Event Risk and Cycles. This post discusses the application of popular complex systems Early Warning Signals (EWS) to assess a possible transition in
Investor Portfolio Allocation to Equities Ever since reading about it here [http://www.philosophicaleconomics.com/2013/12/the-single-greatest-predictor-of-future-stock-market-returns/] at the always insightful Philosophical Economics blog, I have been fascinated by the notion of Investor Portfolio Allocation to Equities, a statistic tracked by the U.S. Federal Reserve here [https://fred.