What Does Macro Tides Have To Offer You?
And how can you determine if Macro Tides will fit for your needs? It's easy, read my overview summary.
You'll be able to judge my analysis on monetary policy, inflation outlook as inflation began to soar, and how the Dollar, Stock Market, Treasury yields, and Gold were expected to trade.
Thanks for taking the time.
Jim Knows How to Read The Markets
Jim Welsh has accumulated many accolades during his career, including for his prescient analysis of both the 2007-2008 market crash and the 2009 bullish reversal. Very few were able to accomplish this. Read Jim's free report covering his thoughts from those years to get a better sense of his process:
After the 2008 and 2009 crash I looked for sources who had recommended getting out of the market in 2007 and 2008 but who had then turned bullish in February or March of 2009. While there were lots of people warning of impending doom in 2007 and 2008, they were still warning of impending doom in 2009 and 2010. And while many were bullish in the Spring of 2009, they were bullish all through the crash as well. After my extensive research (I spent well over 150 hours retrieving and reading available publications) I found only three who met my criteria for roughly “getting it right”: Jeffrey Gundlach, Ned Davis, and Jim Welsh. Jim does a great job of blending fundamental and technical analysis and communicating in a way I can understand. He is able to read the Fed minutes and identify gaps between what the Fed is saying and how it is being interpreted by the market.
- Dave B., Independent advisor Large National Wealth Management Firm
Jim Welsh has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media. Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes.
Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets. The Macro Tides models place a heavy focus on Monetary Policy, traditional Economic Indicators, including Welsh's proprietary Major Trend Indicator, and selected Sentiment Indicators to create trade recommendations.
By the end of July a number of markets were at inflection points. The Dollar was on the cusp of a big rally. Treasury yields were trending higher. The S&P 500 peaked on July 27 and then declined by more than 7%. Gold was in a down trend.
In the July 24 Weekly Technical Review I told subscribers to expect:
- A -5% to -7% decline in the S&P 500
- A rally of at least 4% in the Dollar
- The trend in Treasury yields was up
- Gold was expected to drop to $1822