Jeroen Blokland / True Insights Investment Research

Jeroen Blokland / True Insights Investment Research

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The last dance – Some well-intended investment advice!
As The Great Rebalancing goes underway, make sure not to be the last to make that journey!
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True Insights
Blokland Smart Multi-Asset Fund – Invest with a Discount!
I'm offering a discount on the Blokland Smart Multi-Asset Fund management fee.
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True Insights
The Weekly Market Monitor – Inflation Hopium is Back!
Markets have rallied of a 0.1% better than expected CPI number. And the Switch is real!
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True Insights
Is That Recession Coming or Not?
History of the time gap between yield curve inversion and a recession suggests it's too early to write off another economic downturn entirely
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True Insights
The Weekly Market Monitor – Total Return is dead; long live Gold!
Bill Gross is throwing the towel on bonds. I have been there for quite some time, confirming the great migration is underway.
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True Insights
Federal Reserve: Refocusing on the Other Part of the Mandate
To reopen the door to 2024 rate cuts, the Federal Reserve must refocus on the labor market and hope for any weakness to act.
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True Insights
The Weekly Market Monitor – Powell & The Market May Soon Get What They Want!
While he may not have enough confidence to cut rates, Powell has boosted sentiment and markets yet again!
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True Insights
Powell so wants to cut rates!
Despite the sign the Fed had to take from the last three CPI report, Powell squeezed in a dovish tone to a hawkish message.
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True Insights
The end of an era
Dear subscribers and followers of True Insights,
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True Insights

April 2024

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