Interested in sampling paid newsletter services?
Name: True Insights
Frequency: Daily, weekly, & monthly
Audience: Professional & retail investors
Model: Free Trial & Newsletter / Paid Subscriptions starting at USD 29.99 per month (note: a discount for our subscribers is below)
Author: Jeroen Blokland
Topics: Asset Allocation, Investment Framework, ETF-based Portfolio Construction
True Insights is a reputable and reliable source for expert financial market analysis and guidance, including expert views on asset classes and asset allocation. Their comprehensive services include the development of trade ideas, the construction of robust and diversified portfolios, and the pursuit of performance growth.
Their investment strategy is built on our proprietary framework, which incorporates macroeconomic analysis, sentiment analysis, and valuation assessment. This approach allows them to identify and capitalize on new investment opportunities in a structured and systematic manner. They pride themselves in an investment approach that is consistent and structured without being distracted by day-to-day noise.
Daily Insight – The average return doesn’t exist (December 2022) – This looks at YE22 forecasts of the S&P 500 from major investment firms, why using the long-term average to predict annual returns is a poor forecasting strategy, and what most are forecasting for 2023 returns.
Daily Insight – Small Business Earnings Drop Sparks Fear of Economic Recession (January, 2023) – Blokland shares his take on the latest data from the NFIB Small Business Optimism Index.
Daily Insight – Don’t Buy into Euro Strength, Invest in the Yen Instead (January, 2023) – Blokland shares why investors should consider selling the Euro and buying the Yen.
2023 Outlook (Sample Chapters) (January, 2023) – The sample chapters touch on How much will housing hurt & Equity market valuation does not rise before the recession starts
Weekly Market Monitor – Lacking a catalyst (December, 2022) – This analyzes the actions taken by global Central Banks, China’s reopening, recession indicators, sentiment, and more.
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