Rolling the Inflation Dice Jim Welsh https://www.macrotides.com/
Jim Welsh is a student of the financial markets and a seasoned veteran of investing with forty years of portfolio management experience, including: security research & analysis, model building, portfolio construction, asset allocation, and is a specialist in technical analysis and macro-economics.
As nationally recognized financial expert Jim has been quoted in Barrons, the San Diego Union-Tribune, Consensus, the Big Picture, Econintersect, and Market Views. Mr. Welsh has been interviewed on Fox Business News and CNBC, CBS radio and given more than 3,000 interviews on TV, radio, and internet business shows since 1988.
An example of Welsh’s impressive market calls includes the major sell-off in world markets in 2007. That year, Jim correctly anticipated the housing & credit crisis and predicted the bear market in stocks in 2008. In February 2009, just before the market bottomed and economic statistics improved, Welsh identified the signs of a turnaround in the stock market and economy.
Jim Welsh has published a monthly investment letter since 1985 (https://www.macrotides.com/) that focuses on Federal Reserve monetary policy, the economy, and the financial markets.