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401k LONG TERM Changes

Retirement account and Erisa fiduciary duty to US advisors: www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/faqs/faqs-retirement-plans-erisa.pdf

Car Exports – Germany vs China

The picture explains it This is not internal consumption in China…

Dollar Index – Multiple Scenarios

USD experience some pressure so far this year, with today we have 10 key days is a row. See chart Taking note of this. The USD has faced significant downward pressure in 2025, shedding over 10% from its January peak. Looking to continue the retracement
I share an article about the 60/40 portfolios from the CBOE. My short term view is that the SPX could trade lower and it does not find a reason to do so, we traded to ATH and now it is the waiting game… For decades, the 60/40 portfolio—60% equities and 40% bonds—has been a cornerstone
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