Yes... moving to Substack ! Why? Managing plugins and the admin side of a site is kind of annoying when you are not a specialist. Substack feels much more user friendly and easy for what I need. The new address is: https://stowgrowglow.substack.com/ www.stowgrowglow.com will remain active for the time being. kind regards
In a nutshell US Budget Deficit is someone else surplus. Was it too much? Well, the FED is trying to manage the situation. Higher inflation, higher interest rates and DSR (Debt Service ratio) across the board. Beneath the surface of higher nominal economic growth, evidences are mounting that things are not so rosy. Inflation...
The massive COVID stimuli and the Ukraine war have brought inflation that most of us have never experienced. The price of money, interest rates, have gone up aggressively since last year. I did underestimate the inflation shoot up as the FED but there are a few things we need...
The aftermath of the COVID crisis and the ongoing Ukraine conflict has been a surge in inflation to level not seen in a long time. From globalization and fear of deflation to friend-shoring and fear of inflation. Looking back at the last 40 years, summer 1982 marked the start of...
I recently wrote in an SGG Portfolio report: This is the 5 years US treasury Yield. The upper part of the chart is the PPO or Percentage Price Oscillator. The Percentage Price Oscillator (PPO) is a momentum oscillator that measures the difference between two moving averages as a percentage of...
In the analytical process of my portfolio approach I highlight these five interconnected points. To simplify! In a strong trend, each tends to confirm the behavior of the other. Ex: strong bull trend will show a great majority of stock trending higher (homogeneity & breadth), Credit spreads compressing, general optimism,...
Just a few ones.... I have focused quite a bit on the US equity market in previous posts, since it has been the lone World leader since 2008. It remains the leader, in relative terms. The US equity mkt has been the excess liquidity recipient. However, the derivatives mkt is...
Obs: if you click on the charts you get a wide picture I like to use the PRING Inflation and Deflation index. Deflation-sensitive stocks include industry groups such as banks, insurers utilities and so forth. These equities tend to outperform when economic conditions are either weak or in the early phase...
The first time I really heard about Ukraine was in 1986 during the Chernobyl nuclear incident. Holodomor or "Terror Famine" was the other event I read about while at school. Since then, many things took place and the impression left is that Ukraine is "famous" for negative and dramatic...
A few thoughts about BTC and the crypto wave. I got interested at the very beginning (2009-2010) a bit by accident ,coming across a posting. I thought, well this technology is quite interesting. I even downloaded a program and let my computer running day/night for months. I got a BTC...
