Blog | globalinvestment

Asset Performance Since Global Financial Crisis

In the ten-year anniversary of the Great Financial Crisis (GFC), the US stock market has been the best-performing major equity market by...

India & China are ahead of the best western equity markets hundreds of percent since 2000.

This has been a macro theme of ours since the year 2000 which will probably run for the rest of my lifetime. China and India have been...

S&P 500 - Could this be like 1987?

For many years I have used a model of economic cycles that was published by Joseph Schumpeter back in 1930. I have drawn a Roadmap of...

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