Our macro-driven approach frees you from the noise of single-stock analysis and media bias.
I’m very proud of the fact that we’re outperforming the market. The best part, however, is that we continue to do so in a way that is accessible to busy professionals.
What I mean by that is that we don’t do single-company deep dives, as this would get incredibly complicated if you wanted to build a portfolio out of them.
Instead, we measure global macro data around growth and inflation that you can easily understand.
Out of this research, we construct a portfolio of sectors and countries. This not only provides more stability compared to the stock picking process, it also keeps things simple or, as I like to call it, “Minimalistic.”
Another benefit is the fact global macro data doesn’t change from day to day, so you don’t have to be glued to your screen to be able to follow along.
The Actionables
So, what is all this data and process telling us to do right now?
This current quarter, the macro data shows that growth is slowing while inflation is accelerating.
Now, we must examine what sectors have proven historically to perform well in this macro environment.
Slowing growth favors defensive sectors. My most recent purchase in this theme is the GII ETF. It focuses on companies involved in global infrastructure, including essential physical systems like transportation, utilities, energy, and telecommunications.
Accelerating inflation obviously creates commodity and precious metal reflation what you should include in the portfolio.
The weaker dollar also makes emerging markets more interesting. Thailand, has been the latest addition to the portfolio. It has been performing great, and this recent retracement was something you needed to take advantage of.
On the watchlist I currently have Singapore (emerging market), the Utilities Sector (defensive), and BTC (which benefits from the weaker dollar) as further examples of how to build on our macro theme.
The Alternative
It’s been very rewarding to see the value created by sharing my market views with you. Unlike Sell Side analysts or the commercial financial media, I have actual skin in the game. making my insights unbiased and actionable.
Sell Side analysts rarely use “SELL” due to conflicts of interest; their firms rely on relationships with the companies they analyze, so an outright “SELL” risks damaging these ties or even costing analysts their jobs.
Instead, they use softer language, like “underweight” or “hold,” to avoid ruffling feathers. To me and the investors who rely on this type of research, this is a pure conflict of interest.
As we are on the same team I appreciate you being here along with me on our journey to outperform the markets together.