Eastern European Bonds as a Good Bargain (Revisited)
https://alaricsecurities.com/eastern-european-bonds-as-a-good-bargain-revisited/
On Nov 16 last year, we published our blog post ‘Are Eastern European Bonds Way Too Undervalued,’ where we made the case that Bulgarian and Romanian government bonds were a bargain at that time. It ...
The Fed is Fighting Inflation That No Longer Exists
https://alaricsecurities.com/the-fed-is-fighting-inflation-that-no-longer-exists/
‘Once you get burned by hot milk, you tend to blow even on yogurt’ — Turkish Proverb On November 8th, 2022, we published a blog, ‘US Inflation in 2023 at 1.3? Is the Fed Wrong Again?’ ...
Why You Need to Buy (US) Stocks in One Chart
https://alaricsecurities.com/why-you-need-to-buy-us-stocks-in-one-chart/
Prof Jeremy Siegel of the Wharton School published a chart in his book Stocks for the Long Run that we want to share with you: We decided it would be better NOT to update the chart to ...
DAX vs. S&P500? Choose the Best Match for Your Portfolio
https://alaricsecurities.com/dax-vs-sp500-choose-the-best-match-for-your-portfolio/
Did you know that the German Index DAX is up 25% since its lows in early October 2022? These were lows of 12 000 compared with the current level in January of 15 000? The S&P500 is only ...
Monetary Policy Review: What the Market Really Expects
https://alaricsecurities.com/monetary-policy-review-what-the-market-really-expects/
Futures Rate as a Predictor of FED Actions Very often we hear people say rather casually, ‘The Fed will do X’ or ‘The Fed will not do Y’. Such statements may sometimes be more or ...
Why Must the US Housing Prices Plunge More Than 20%
https://alaricsecurities.com/why-must-the-u-s-housing-prices-plunge-more-than-20/
2022 was a terrible year for most investors. It was one of those years when both bonds and stocks went down. However, there is one market where investors did relatively well — the US housing market. ...
Why Business Spending Will Drive US (and Global) Growth in 2023
https://alaricsecurities.com/why-business-spending-will-drive-us-and-global-growth-in-2023/
US job openings as a market performance predictor They say that a picture is worth a thousand words, so let’s start with one vital statistic for the markets – the US Job Openings: The chart ...
Economic Outlook for 2023: Don’t Forget Your Sun Screen
https://alaricsecurities.com/economic-outlook-for-2023-dont-forget-your-sun-screen/
Actionable tips on how to navigate markets smoothly 2022 was one of the worst years for financial markets on record. It might not have been as bad as 2008, but came a very close second. ...
2023: How Great is the Risk of Deflation in the Eurozone
https://alaricsecurities.com/2023-how-great-is-the-risk-of-deflation-in-the-eurozone/
Our publication about 2023 inflation expectations for the US has attracted the attention of the media and investors. One intriguing question which we have received stands out in particular: ‘What does this mean for Europe ...
Top 5 New Year’s Resolutions for Your Investments
https://alaricsecurities.com/top-5-new-years-resolutions-for-your-investments/
A common myth about investing is that to be successful you have to possess superior insight into the market. It may be true that successful investors sometimes possess market insights. However, you can’t hope to ...