Radical Undervaluation
In the late 1990s, Warren Buffett’s Berkshire Hathaway started to buy silver in a big way.
Feature Video: The Best Big Trends Investment Indicator
The world has exited one long-term secular trend and have entered a new long-term secular trend with very different investment implications and economic conditions under our current global system
Why FMT Likes the Oil and Natural Gas Industry
The adage that “there is nothing to fear but fear itself” is apropos for investors in the energy markets. Anyone trying to time the next recession or downturn in key commodity producers is likely making a futile mistake based on fundamentals.
Shh… Don’t Tell Anyone
Our last note explained that when governments have nosebleed debt-to-GDP levels, there is only one way out for them: much higher levels of inflation to get their balance sheets to more manageable levels.
Feature Video: The Energy and Global Debt Crises
The world has exited one long-term secular trend and have entered a new long-term secular trend with very different investment implications and economic conditions under our current global system
Are Energy Stocks Good Before a Recession
The cruel paradox is that one might think investing in economically sensitive industries such as oil and natural gas isn’t a good place to be when a recession appears imminent because of an inverted yield curve.
Is Energy About to Go Full-Send?
Our economy is modeled on a debt-based system that must always grow. Without growth, we cannot service previous deficits, which is a problem for our overly indebted government.
Feature Video: A Huge Secular Trend in Real Assets
Households have more equities as a percent of their portfolio than ever. Is this a good thing or a bad thing?
A Major Money Trend
FMT’s goal is to always put the important pieces of an ever-changing world together to bring you the big picture, and the big picture is that we have entered a long-term stagflationary trend.
The Great Financial Shift
Even though the U.S. dollar is losing considerable relevance in international trade and settlement (FX reserves), U.S. asset allocators and the general population remain asleep at the wheel.