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Interview with Ike Iossif on Market Views
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Image 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 reate trade recommendations.

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I found only three who met my criteria for roughly "getting it right". Jeffrey Gundlach, Ned Davis, and Jim Welsh.
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published on: 06/26/2020