Riding the Waves of Liquidity and Momentum – Introducing the BT Momentum and BT Wave Runner Portfolio Strategies

Our last post got us thinking about how difficult it must be for individual investors to stick to a portfolio strategy and drown out the noise given the recent news about inflation, interest rates, and Russia/Ukraine war and calls for a potential recession or even stagflation.  So we set out to create a systematic trendContinue reading “Riding the Waves of Liquidity and Momentum – Introducing the BT Momentum and BT Wave Runner Portfolio Strategies”

War and Peace – Cold War 2.0 or WW3?

We have witnessed something we haven’t seen since 1945 in Europe – a world superpower (Russia) invading a weaker country (Ukraine) on its borders to takeover, integrate, and control the state – essentially with the intent of redrawing its borders. From the year 1400 to 2021, there have been roughly 3,708 conflicts within Europe. EachContinue reading “War and Peace – Cold War 2.0 or WW3?”

The ‘Wealth Effect’ and Debt – Two Sides of the Same Coin – Part 2

In our last post we covered the background of the wealth effect and how housing and stocks to drive economic growth. In this post we will cover the following topic: How does Debt impact the Wealth Effect? Why is understanding Credit Cycles and Business Cycles are Important ? A Deeper Dive – The Wealth EffectContinue reading “The ‘Wealth Effect’ and Debt – Two Sides of the Same Coin – Part 2”

The ‘Wealth Effect’ and Debt – Two Sides of the Same Coin – Part 1

1. What is the Wealth Effect? – Background and Overview   The “wealth effect” is the notion that when households become richer as a result of a rise in asset values, such as corporate stock prices or home values, they spend more and stimulate the broader economy. The economic phenomenon of the wealth effect owesContinue reading “The ‘Wealth Effect’ and Debt – Two Sides of the Same Coin – Part 1”

What the Heck is the Golden Rule? Have Cryptos replaced Gold?

This post is Part II of our Copper/Gold Ratio series. The Copper/Gold Ratio plays a significant role within the BT Market Risk Indicator and gives us a read on the day-by-day cyclical economic activity. We covered the macro drivers of Copper in our previous post. In today’s post, we will cover the cyclical/structural drivers ofContinue reading “What the Heck is the Golden Rule? Have Cryptos replaced Gold?”

The Magical Power of the Copper/Gold Ratio. Is Copper the New Oil as the World transitions to Clean Energy?

Estimated Reading Time – 14 minutes In our last post, we covered the BT Market Risk Indicator to help track the OECD Composite Leading Indicator (CLI), which is a significant input in our BT G20 Models from a cyclical perspective. The Copper/Gold Ratio plays a significant role within the BT Market Risk Indicator and givesContinue reading “The Magical Power of the Copper/Gold Ratio. Is Copper the New Oil as the World transitions to Clean Energy?”

What Drives G20 Equity Markets over time?  A First Pass at our review of Global Equity Markets through Data Science…

We routinely are inundated with news on minute-by-minute moves on stock markets, interest rates, commodities, the latest Central Bank announcement that has moved the market, what about inflation vs. deflation, etc.  Markets are a weighing machine as new information comes into play – but how does one measure the weight of each piece of informationContinue reading “What Drives G20 Equity Markets over time?  A First Pass at our review of Global Equity Markets through Data Science…”

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