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“Perspective allows an investor to forecast the effect after the cause. It allows the investor to understand how bad and good news is not always what it seems.”
GeoVest Insights

Perceive that which cannot be seen with the eye – Miyamoto Musashi Globalism died in 2014 when the US shale fields became economically viable at scale but nobody realized it at the time. It was year the Eurodollar market began to get drained of dollars, partly due to horrible investments in emerging markets like China […]

The main purpose of the stock market is to make fools of as many men as possible – Bernard Baruch A friend of mine who worked just under the Cabinet level in the US government during his career once told me to never underestimate the power of the US government when fully mobilized towards a […]

In our last quarterly newsletter, I offered my view that the broad stock indexes are getting close to the end of their multi-decade upward trend but still have some positive returns left. We saw the snapback in the second quarter of this year. I believe the S&P500 is THE most important economic indicator in the […]






