The Atlas Investor

Tiho updates us on the current status of the US and global economy including coverage of Europe and Emerging Markets. (Note, episode recorded early October prior to recent market selloff).

Tiho and Jordan discuss how and when Gold fits into a diversified portfolio, along with its immediate outlook and what catalyst to look for in the future that could reverse its primary current downtrend. The episode was recorded the previous week. 

Tiho covers the recent devaluations in Turkey and Argentina as well as the recent strength in the US Dollar. He discusses how to invest appropriately based on currency trends. He analyzes the current trend in the US Dollar and discloses a currency trade he will make. 

In part 2 of 2, Tiho covers the foreign stock markets that could deliver strong returns over the next 10 years. He discusses the importance of valuation, country policies, momentum and potential upside based on previous underperformance. 

In this two part episode, Tiho begins part 1 by covering recent outperformance in markets, the current late cycle condition and he explains which asset classes have the best prospects over the next 10 years and why.

Tiho provides an extensive update on global equity markets including the S&P 500, Foreign Developed and Emerging Markets along with an update on interest rates, the yield curve and the US Dollar. Tiho also shares his near-term outlook for these markets and assets.  

Tiho analyzes the important inflection point facing the 10-year and 30-year yields in the US and the potential for a short squeeze in government bonds. He also provides analysis of the credit markets. 

Tiho gives an overview of the current market indecision by providing updated insights on price action, breadth, credit spreads and valuation. Foreign, emerging markets and two specific sectors are also covered. 

After two trips to Bali, Tiho covers the investment potential due to booming tourism as well as the state of the Indonesian economy, its currency and stock market. 

Tiho provides an extensive update on US stocks, Foreign & Emerging Markets as well as REITS. See accompanying charts at TheAtlasInvestor.com.