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Kevin J

“Should be required reading for baby boomers"

Ken H

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Dennis C

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Elizabeth P

The "Profiting From Fed Cycles & The National Debt Supercycle" free book uses a series of financial analyses to examine how cycles of crisis and the containment of crisis have transformed long term and retirement investing.

The impact of the coronavirus pandemic on the economy and the markets has strongly increased the need for investors to understand these new cycles. To the greatest degree yet, stock, bond and home prices are no longer based on underlying fundamentals, but are instead dependent upon extraordinary degrees of government deficit spending and monetary creation by the Federal Reserve.

The book consists of more than 20 chapters/analyses. These analyses build upon each other in a steady progression.

 

The book is organized in three sections, and an outline of the sections as well as some of the key topics in each section can be found below. An overview with links to some key chapters is also linked here.

Section One: Understanding The Cycles

- The source of the cycles, and why they have changed over the last 20 or so years.

Chapter One (link)

- How increasingly heavy-handed Federal Reserve interventions have been amplifying the power of the cycles.

- The extraordinary impact of the coronavirus pandemic, how it has created a 3rd cycle of crisis, and a logical framework for understanding how this changes stock, bond and home prices.

- The trap that the Federal Reserve has created for itself, how the pandemic exacerbates this trap, and why this creates amplifying cycles that progressively move farther away from long term averages.

- The non-random nature of the cycles, how the economic impact of the pandemic shutdowns fit into the framework that was already there, and how we can understand much of what is likely to happen in advance.

- How the amplified cycles create a roller coaster of higher highs and lower lows, that is outside of the assumptions built into most financial planning.

Section Two: Identifying Investment Opportunities

- How the pandemic in combination with the cycles of crisis and the containment of crisis have completely changed the rules for investing and the long-term creation of wealth. Why the past will no longer be a reliable guide for financial planning.

- A practical example of how to turn new rounds of zero percent interest rate policies and massive monetary creation (QE) into high rates of return.

-The counterintuitive financial mechanics for how planned Fed policies for dealing with the economic damage caused by the pandemic shutdowns could eventually create the highest asset prices of our lifetimes - even in inflation-adjusted terms and well above today's levels - for stocks, bonds, homes and investment real estate.

-How the National Debt Supercycle had already merged with the cycles of crisis and the containment of crisis even before the pandemic, and the critical future implications of a fast growing national debt that is being funded by monetary creation by the Federal Reserve.

-How the rapidly growing size of the national debt creates an increasingly powerful direct linkage with stock prices, bond prices, home prices, and retirement account values, even without potential default or high rates of inflation.

-The extraordinary potential downside from a breakdown in the new cycles, and how these devastating losses may not be cyclically recovered if we return to long-term averages for investment valuations, but could become "permanent" in inflation-adjusted terms.

- An example of reading the Fed minutes (FOMC), to identify the unprecedented profit opportunities that are likely to be created by the Fed's planned unprecedented new measures to deal with future recessions.

- Understanding negative interest rate investments, and the mechanics for creating maximum profits from a potential future move to negative interest rates.

- How the cycles can end without financial meltdown or catastrophe, when something similar has happened before, and the life changing implications for investors.

Section Three: Redefining Precious Metals

Precious metals are only one of the investment categories, and most of the book is about the other investment categories. That said, gold and precious metals have uniquely advantageous properties when it comes to profiting from the cycles - the properties just aren't what most people think they are.

- Financial analysis of why gold is not a perfect inflation hedge, but something much better.

- Analysis of what gold has historically done better than any other asset, and how its 50 year contracyclical relationship with gold has produced extraordinary potential returns.

- Using gold to protect against the possibility of the pandemic creating a new secular bear market in stocks, and what history shows us can be the life changing implications for investors who do so.

What Will Be Sent To You

When you sign up, a confirmation email will be sent to your email address.

Once you confirm that it is your email address and that you do want the information, the book will be delivered to you in a series of chapters, with a new chapter arriving every few days.

You will also be signed up to receive an ongoing series of financial analyses about current economic and financial events, with an emphasis on looking at them from a cyclical perspective.

The bottom of every communication will have an unsubscribe link, you can stop at any time.

 

4 Levels Of E-Mail Privacy

Other learning resources (such as workshops) are offered on an ongoing basis, and there will be mentions of these additional resources. They are not the core of the book, they are quite low-key, and they generally take the form of an addendum found at the end of the chapter or analysis (or the sidebar), rather than in the body of the analysis.

If you are unable to see either of the sign-up forms above, please click here for an alternative sign-up page.

 

“I am avidly studying this fascinating course"

 

Bob H 

 

"I have found your websites, articles and reports very enlightening. Thank you for sharing your insights with us. The inflation Report is a real wake up call."

 

David B

 

“breaks the mold on traditional thinking and I believe can help a tremendous amount of Boomers"

 

Greg J

 

 

The testimonials shown were unsolicited and no compensation was given for them.  Are they typical?  Good question.  The writers felt so strongly that they wrote, most people don't feel that strongly and don't write, so that means that the testimonials are atypical.