The Debt Game

Why 60/40 Portfolios Fail & How War Destroys Debt

In this report: Alternative Investments- why 60/40 looses money, Debt destruction plans via war, Macro outlook, trade section

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Special bonus report for paid subs: Alternative Investments.

I don’t want to add to the regrettable situation in the Middle East as it is well covered by main stream and non-mainstream media. I will say that a U.S strike on the underground Fordow facility would be beyond the pale and being us all right into a world war.

More about what to expect on the markets in the TRADE section below.

It is well covered elsewhere how retail investors are all-in. Buying the liberation day dip to the tune of $4.1Bln. Now it seems that institutional investors are in danger of having to chase, however the price action, while super bullish, is starting to lose the volumes and vigour of the last 2 months. More and more negative news continues to be bought. The animal spirits are awake.

Underneath the hood, company insiders are selling their stocks at all time levels. All time highs in stock market/ new highs in the ratio of insider sellers to buyers.