MarketWatcher

CEO, Chief Investment Officer and Strategist

[MarketWatcher @StrategicCAPM]

Strategic Insights of @StrategicCAPM : Alternative Reality https://t.co/bnWjdbATuY discussing ourinsights and concerns about alternative private funds, as well as exposing various myths and dirty little secrets of #AlternativeInvestments #privateequity #privatedebyt

[MarketWatcher @StrategicCAPM]

Check out Strategic Frontier's: Strategic Outlook Q1-2026 https://t.co/HcH16Dhk59 via @LinkedIn

[MarketWatcher @StrategicCAPM]

Strategic Oulook Q4/2025: The Audacious Reset from Strategic Frontier @StrategicCAPM https://t.co/jSOFgAfZCA via @LinkedIn

[MarketWatcher @StrategicCAPM]

Global Economic and Capital Market Outlook from Strategic Frontier Management @StrategicCAPM #GlobalMarkets #Economics #Forecast
https://t.co/jxVuStGq9t

[MarketWatcher @StrategicCAPM]

Strategic Outlook Q4/2024: Risky Business of Regime Change @StrategicCAPM Strategic Frontier Management https://t.co/8fDxf67Wr0 via @LinkedIn

[MarketWatcher @StrategicCAPM]

Surprising @WEF can’t identify one economic risk and just 1 geopolitical risk in #WEF23 Top-10 Risks, yet 6/10 climate risks. Quite relieved no econ risks looming like a Gov't Debt Crisis, despite decade of CBanks' Explicit Moral Hazard manipulating bonds w/record debt & deficits

[MarketWatcher @StrategicCAPM]

Bear In Mind - Strategic Outlook: Q4/2022 from @StrategicCAPM Strategic Frontier Management https://t.co/zXSvB4Bw2S via @LinkedIn

[MarketWatcher @StrategicCAPM]

@feeonline Inflation Reduction "Hoax" -- as in, ...to trick into believing or accepting as genuine something false and preposterous.

[MarketWatcher @StrategicCAPM]

Strategic Frontier Management: Curb Your Enthusiasm - Strategic Outlook: Q4/2021 @StrategicCAPM https://t.co/VFXcbSkatW via @LinkedIn #global #equity #FederalReserve #Infrastructure #Inflation

[MarketWatcher @StrategicCAPM]

Social Security Trustees (Aug '21) suggest insolvency by 2034. Higher inflation shortens horizons & 2022 SSI is rising 6%, not 1-3%. Medicare insolvent by 2026. Spending $3.5-5.0 trillion more NOT justified before funding promises after lifelong payroll deductions @SocialSecurity

[Money Life Show @MoneyLifeShow]

Strategic Frontier's Goerz expects 5 or more rate hikes by '23 https://t.co/7MYwu26Vyy

[MarketWatcher @StrategicCAPM]

Latest Strategic Insights: America's Infrastructure Boondoggle #infrastructure #capitalmarkets https://t.co/XJO5h6PJUW via @LinkedIn

[MarketWatcher @StrategicCAPM]

Check out our latest quarterly Strategic Insights: Everybody, Look What's Going Down #investmentstrategy #globalmarkets https://t.co/LDiUm5dAdG via @LinkedIn

[MarketWatcher @StrategicCAPM]

Global Economic and Market Outlook of Strategic Frontier Management @StrategicCAPM https://t.co/yaGhIOX3z3 via @LinkedIn #globalmarkets #InvestmentStrategy

[MarketWatcher @StrategicCAPM]

Reflections on Global Markets - @MoneyLifeShow Interview with Chuck Jaffe on April 17th covering #equity #bonds #dollar #earnings #GlobalTAA #investing https://t.co/L86hdUbCnt via @LinkedIn

[MarketWatcher @StrategicCAPM]

Strategic Insights: Fear Itself of Geoeconomic Panic -- Global Market Update in an period of economic uncertainty #S&P500 #Treasuries #AssetAllocation #COVID-19 https://t.co/Gty3eJMboR via @LinkedIn

[MarketWatcher @StrategicCAPM]

Strategic Insights (March 2020): Fear Itself of Geoeconomic Panic -- Outlook for global capital markets after the CoronaCrash and tactical asset allocation opportunities. https://t.co/Gty3eK3MNr via @LinkedIn

[MarketWatcher @StrategicCAPM]

Strategic Outlook: Q1/2020 - Equities Are From Mars, Bonds From Venus - @StrategicCAPM 's latest global investment and economic outlook https://t.co/A53EKxjtTT via @LinkedIn

[MarketWatcher @StrategicCAPM]

Full English BREXIT -- Observations at a critical time for #BREXIT https://t.co/fV5lg7ERdW via @LinkedIn @StrategicCAPM #euro #global #investment

[MarketWatcher @StrategicCAPM]

Concern about just 1.5% #CNY devaluation overblown despite message. History useful re: quasi-peg to strong #US$. CNY stronger than US$ on trade-weighted basis since 2012. US has upper hand in bilateral neg, and China can't wait >2 yrs for possibly better deal #NewOrderGlobalTrade