Darren Winters

Self made multi-millionaire investor and successful entrepreneur


Lockdown Macrotrends

Lockdown Macrotrends


Posted By on Oct 31, 2020

Could we see post lockdown macrotrends emerging from covid? The psychological impact of the pandemic could result in changes to behavioral consumption patterns, which could last longer than the virus itself. Throughout history every major event has had a psychological fallout, it took an entire generation to get over the frugality that was brought about by the Great Depression. So, the 2020 pandemic Great Depression II is likely to...

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Skyrocketing Money Supply M2

The 2020 pandemic controversial global lockdowns have accelerated many existing trends, one of the greatest ones being, for portfolio managers is the skyrocketing money supply M2. Triggered by the current economic conditions, the US Government issued 3 trillion USD in fiscal stimulus. Moreover, the Fed, the world’s central bank by default, increased the money supply by a staggering 3.4 trillion USD from January to September...

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Fed Balance Sheet Projections

Aligning trading positions with Fed balance sheet projections could be the holy grail to achieving alpha returns. A thought-provoking piece in Zerohedge notes that Quants have discovered a guaranteed source of alpha, which is to trade based on the growth of the Fed balance sheet. In other words, the disconnect between financial asset prices and the fundamentals are a continuing theme.  Fed balance sheet projections continues to be a...

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So, what is the alphabet shape guide to economic recoveries? It is a question worth pondering, bearing in mind that we could be in the final half of the COVID-19 pandemic, undoubtedly the worst health crisis of the century. The current state of play, regarding the pandemic, is leading me to be cautiously optimistic, bearing in mind that pharmaceutical companies are developing vaccines, health experts are gaining a better understanding...

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The declining labor force participation rates were already in play before the pandemic hit as fourth industrial revolution technologies, the digitalization of everything, the fintech revolution and ongoing automation from cashier-less stores, automated vehicles, and fast industrial robot production lines, has meant that humans need not apply. The declining labor force participation rates in the Fourth Industrial Revolution is a macro...

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