jeroen blokland
@jsblokland
Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin.
Founder True Insights - independent investment research.
ID:51689310
https://bloklandfund.com/eng/ 28-06-2009 09:10:20
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Some of the key charts this week!
- global GDP-weighted #inflation > 10%
- US homebuilder #sentiment down the drain
- This bear market is shallow
- Equity market #volatility remains relatively low
This is a key chart to watch.
Despite the #VIX near 30, equity market #volatility remains low compared to other asset classes, including #bonds and #currencies .
Given the current market environment #inflation / #GDPgrowth / #earnings / #Fed
the most likely way for the VIX is up.
Video: Recessie in Amerikaanse huizenmarkt (Door: jeroen blokland) deaandeelhouder.nl/videos/recessi…
From a supply perspective, there is an incredibly straightforward way to end the European #EnergyCrisis .
What’s your thought on increasing natural gas output from the #Groningen reserve?
BREAKING! The 46% rise in German producer prices points to lower, not higher, headline #inflation .
This is not a typo!
⬇️
- US homebuilder sentiment is collapsing
- Most downbeat in 10 years, excluding COVID.
- Mortgage rates > 7%
- Inventories highest since GFC
So is it time to buy a homebuilder ETF?
Join True Insights and find out
Let's invest together!