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The market is in flux. Update July 20, 2023 An insight into The Economic LongWave Tactical Asset Allocation Model (TELTAAM) The Economic LongWave Tactical Asset Allocation Model (TELTAAM) is an investment strategy that involves adjusting the allocation of assets in a portfolio based on where they are within the LongWave, which includes Kuznet's Real Estate[...]
The Recession Watch Indicator is an economic tool that predicts the onset of recession months in advance. The RWI indicates a "high" risk of recession in the coming months, with continued financial weakness expected to translate into lower stock prices. Economic recessions are often accompanied by severe stock market declines of over 20%. Recovering from[...]
Creative Destruction Is Inevitable And Healthy! The essential point to grasp is that in dealing with capitalism, we are dealing with an evolutionary process. It may seem strange that anyone can fail to see so obvious a fact which was long ago emphasized by Karl Marx. Yet that fragmentary analysis which yields the bulk of[...]
The LongWave Model May 01, 2023 For many investors, capital preservation in real terms should be more important than capital growth in notional ones. Investors – as humans – are typically loss-averse. We feel the emotional impact of equivalent gains and losses disproportionately. This does not mean we should avoid considered risks but invest dispassionately.[...]



