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Market-driven tools for asset allocation and strategic investment
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The Markets Message
"The stock market often bounces back from a sharp setback -- but not always. The difference depends on the extent to which temporary anxieties are responsible for the market's fall. The VIX indicator is an objective measure of that. When very high, uncertainty is strongly bullish. It is not high now."
Webcast Summary – 10/22
~ R. David Ranson, President
and Director of Research
HCWE & Co.

Publication Highlights as of November 1, 2022

Market-Driven Tools for Asset Allocation  Economy Watch
Don't count on rate hikes to bring inflation down
According to the Fed, its central task is to struggle with a profound tradeoff. To achieve lower inflation the economy must endure the consequences of higher interest rates. But does such a tradeoff really exist?
Market-Driven Tools for Asset Allocation  International Forecaster
The dollar's 'strength' symptomizes fear and weakness
The investment community is wrong to describe as "strength" the dollar's performance relative to other currencies. At present its gain is an expression of flight to security or liquidity: a sign of collective turmoil and anxiety in an international system of depreciating currencies.
Market-Driven Tools for Asset Allocation  Fixed-Income Barometer
"Market forecasts" for the coming twelve months as of November 1, 2022
Market-Driven Tools for Asset Allocation  International Barometer
"Market forecasts" for the coming twelve months as of November 1, 2022
Market-Driven Tools for Asset Allocation  Sector Watch
"Market forecasts" for the coming twelve months as of November 1, 2022
Market-Driven Tools for Asset Allocation  Webcast Summary
The Stock Market's Estimate Of Its Own Upside Potential
The stock market often bounces back from a sharp setback -- but not always. The difference depends on the extent to which temporary anxieties are responsible for the market's fall. The VIX indicator is an objective measure of that. When very high, uncertainty is strongly bullish. It is not high now.

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HCWE In the News

Wainwright in the news
bullet New! Inflation Is About the Quality of Money, Not Quantity, David Ranson, Barron's - Economy & Policy, 11/25/22 Read
bullet Explaining, Diagnosing, Predicting and Curbing Inflation, CFA Stamford Webinar, 9/8/2022 - key: $b1Dt!.d Watch
bullet Interview Josh Jalinski, The Financial Quarterback, WABC 10/2/2021 Listen
bullet Expect Inflation To Surge In Japan, But Fall In The UK, S. Constable, Forbes.com, 7/30/2021 Read
bullet Interview with Charles Heller, Podcast, Liberty Watch Radio, KVOI, Tucson 4/4/2021 Listen
bullet DOES GOVERNMENT “STIMULUS” REALLY STIMULATE?, The Beacon, Independent Institute, 3/30/2021 Read
bullet Will Higher Inflation Lift Bond Yields? Maybe Not, S. Constable, Forbes.com, 12/30/2020 Read
bullet How Did Forecasters Get the Pandemic Economy So Wrong?, The Beacon, Independent Institute, 12/1/2020 Read

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