So let me get this straight… last week the US reports weaker employment and economic data and the markets are up triple digits? Markets seem to be happy with the belief that interest rates will not go up in September. For volatility, what’s worse; weak economic data or continued record low interest rates?
What’s really scary is the US anemic economy is better than Europe with the Brexit contagion possibly going through Europe in next year elections. We haven’t even begun to speak about the US elections in November.
More than ever the average investor needs to find ways to reduce risk from this volatile market. It’s little wonder on our website at www.triviewcapital.com, we love John Maynard Keynes quote of “the market can stay irrational longer than you can stay solvent”.
Over the last 4 years, we have continued to be frustrated with the public markets, and more than ever believe alternative investment strategies are needed to balance the public markets irrational roller coaster cycle. When the market corrects, we believe it won’t be 100 points, it’ll probably drop 400+ points when it does. The challenge is what comes first, the big drop or increased interest rates by the US Fed? If the drop happens before the US Fed announces rate increases in the fall, it could mean a second big drop over the next 4 months.
We’re proud to launch a new program with Money Talk listeners and readers; it’s called “8 ways to 8%”. Between now and up to the World Outlook Conference 2017, we will highlight 8 different strategies to provide alternative investment strategies that target 8% or better annual yields on real cash flow businesses in multiple sectors. Of course we look forward to introducing you to these investment opportunities at the event but for those who listen to the show or subscribe on line, you’ll be able to take advantage of these strategies prior to the February event.
We plan to provide alternative strategies over coming months just in case you believe “the market can stay irrational longer than you can stay solvent”.
Craig S Burrows ICD.D
President & CEO, CCO TriView Capital Ltd.