Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields

Spot Bitcoin ETF - A Reasonable Approach to Impact

OUCH! The Slump in the ISM Manufacturing Suggests 20% Downside for Equities

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Macroeconomics

<ul>
<li>Our Fear &amp; Frenzy Sentiment Index has hit ‘FRENZY,’ sending a short-term SELL signal! </li>
<li>The Fed is likely done, especially with inflation expectations falling, keeping real yields high. Unfortunately, some macro indicators hint at deflation, which is the ugly side of disinflation.</li>
<li>China, new week, same story. China’s property sector is going absolutely nowhere. In fact, things are worsening with the decline in house prices the steepest nine(!) years.</li>
</ul>


Our Fear &amp; Frenzy Sentiment Index has hit ‘FRENZY,’ sending a short-term SELL signal! 
The Fed is likely done, especially with inflation expectations falling, keeping real yields high. Unfortunately, some macro indicators hint at deflation, which is the ugly side of disinflation.
China, new week, same story. China’s property sector is going absolutely nowhere. In fact, things are worsening with the decline in house prices the steepest nine(!) years.


Shanghai Stock Exchange Composite Index (SHCOMP INDEX)

The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China