21 Mar 2020The Next Bear Market – A White Paper by Steve Cucchiaro

On February 11th 2020, Steve Cucchiaro – President & Chief Investment Officer, wrote this white paper to review warning signs that could trigger the next bear market, employing 3EDGE’s global capital markets model and research methods. While no one could have predicted the devastating impact of COVID-19, it is not uncommon for rare events or Black Swans to act as the trigger in correcting overvalued markets.

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20 Mar 2020Market Volatility: Is this time Different?

Money Life Podcast with Chuck Jaffe: Fritz Folts, 3EDGE Asset Management’s Chief Investment Strategist, talks about catalysts for bear markets and why this time may be different. In a conversation with Chuck Jaffe, he discusses other bear markets in 1987 and 2008 and why he believes we may not be at the spot where things have become attractive to get back into the market.

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06 Mar 2020March 2020: View from the EDGE

In the last weeks of February, global equity markets experienced a severe selloff as cases of the coronavirus spread well beyond China. Our model research indicates a negative outlook for European, Japanese and Emerging Market equities; while U.S. equities has shifted to a mixed outlook. Gold maintains a positive outlook and continues to prove itself as a safe haven against global uncertainty. Continue reading here.

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06 Mar 2020March 2020: View from the EDGE Podcast

Our model research indicates a negative outlook for European, Japanese and Emerging Market equities.  U.S. equities remain overvalued despite the S&P 500 index decline of over 10% from its mid-February high. The model’s preference in fixed income continues to favor intermediate-term U.S. Treasuries.  Gold and U.S. Treasuries provide the potential for upside opportunity and downside protection should the equity markets continue to sell-off. DISCLOSURES: The opinions expressed in this Podcast are those of Fritz Folts and Eric Biegeleisen of 3EDGE Asset Management (“3EDGE”). They are provided for informational purposes only and are subject to change without notice. Their opinions are not intended to provide personal investment advice and do not take into account the unique investment objectives and financial situation of the reader. Investors should only seek investment advice from their individual financial adviser. Mr. Folts and Mr. Biegeleisen’s observations include information from sources 3EDGE believes to be reliable, but the accuracy of such information cannot be guaranteed. Investments including ETFs, common stocks, fixed income and commodities involve the risk of loss that investors should be prepared to bear. Past performance may not be indicative of future results.

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19 Feb 2020Because: Market Melt-Up. The Good, The Bad and The Ugly

During a recent podcast recording, I exclaimed half-jokingly that it seems that the U.S. equity markets simply can’t be stopped. Not even a rapidly spreading, deadly virus from China can slow this market…

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07 Feb 2020February 2020: View from the EDGE

The Coronavirus (2019-nCoV) is creating uncertainty related to its potential impact on economic demand and supply chain management centered in Asia. At the same time, recent changes in several economic indicators such as falling bond yields, global manufacturing contraction and flattening yield curves are calling into question the expansion and prospects for a synchronized global recovery fueled by monetary stimulus and trade truce.

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06 Feb 2020February 2020: View from the EDGE Podcast

The onset of the Coronavirus alongside recent changes in several economic indicators have increased the level of uncertainty for global economic growth.  Correspondingly, our research indicates a less positive outlook for Japanese and Emerging Market equities.  However, the outlook for U.S. equities is relatively more favorable while the outlook for European equities remains negative. DISCLOSURES: The opinions expressed in this Podcast are those of Fritz Folts and Eric Biegeleisen of 3EDGE Asset Management (“3EDGE”). They are provided for informational purposes only and are subject to change without notice. Their opinions are not intended to provide personal investment advice and do not take into account the unique investment objectives and financial situation of the reader. Investors should only seek investment advice from their individual financial adviser. Mr. Folts and Mr. Biegeleisen’s observations include information from sources 3EDGE believes to be reliable, but the accuracy of such information cannot be guaranteed. Investments including ETFs, common stocks, fixed income and commodities involve the risk of loss that investors should be prepared to bear. Past performance may not be indicative of future results.

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22 Jan 2020A Tactical Approach to ESG Investing

Investors with ESG goals don’t have to sacrifice their need for portfolio diversification and risk management. Learn more about 3EDGE Asset Management tactical ESG approach.

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08 Jan 2020January 2020: View From the EDGE Podcast

We begin the year of 2020 summarizing the fourth quarter of 2019 and looking ahead into the new year. The fourth quarter was strong with China trade talks being positive. This helped ease investor fears of an imminent recession… DISCLOSURES: The opinions expressed in this Podcast are those of Fritz Folts and Eric Biegeleisen of 3EDGE Asset Management (“3EDGE”). They are provided for informational purposes only and are subject to change without notice. Their opinions are not intended to provide personal investment advice and do not take into account the unique investment objectives and financial situation of the reader. Investors should only seek investment advice from their individual financial adviser. Mr. Folts and Mr. Biegeleisen’s observations include information from sources 3EDGE believes to be reliable, but the accuracy of such information cannot be guaranteed. Investments including ETFs, common stocks, fixed income and commodities involve the risk of loss that investors should be prepared to bear. Past performance may not be indicative of future results.

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08 Jan 2020January 2020: View From the EDGE

With a strong finish to the year U.S. equities (particularly large-cap growth equities such as the S&P 500 index) remain significantly overvalued. The price-to-sales ratio of the S&P 500 Index has reached its highest level since such data has been collected.

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