Historical Lessons

Safely, we have made it achievable to invest in our robust global economy with application of historical data for modern trend analysis. Increasingly, it is vital to recognize the major political and economic signals that denote deviations with major trends in modern society. Particularly, the Cold War years identify several trends which have major economic impact on the business cycle in the US and former Soviet Union. Aggressively, from the Cold War years our world's major economic powerhouses race to uphold civil society at large. "Whether you like it or not, history is on our side.." ~ Nikita Khrushchev

Wall Street

"The Too High Charts"

The Pyongteak Pivot

The Housing Recovery (20yr)

Sovereign Debt Crisis (7-10yr)

US-China Trade War (T-bills)

Beyond the US Borders


The chart shows the inverse relationship (divergence) on the US Commodities Index (CRB Index) with US Treasury bonds from 1985 - 1987.

 


Since 1982 US bonds and stocks have rallied (converged) in sequence to each other. However, a panic alert shook US markets in 1986 over identifying US Presidents as lame ducks as a result of the outweighed space race.

 


This chart shows the momentum of the US economy at the peak of the Cold War. The US bond market crash in April 1987 was a result of US President Ronald Reagan’s defeat from the arms race which remains scrutinized.

Global South

Socio-economically, the Global South is resilient with nations such as: Mexico, India, Indonesia, South Africa and Egypt among several others which add intensity to global economic prosperity. Likewise, tensions from the Cold War years in the Global South reflect a demand in the US for social equality.

Africa South-America Pact (ASA Pact)

Historically, Africa and South America have formed a framework for international trade which uphold the highest expectations for future prosperity. Meanwhile, the ASA Pact solidifies the unity which is vital to ongoing economic expansion world-wide. Visciously, the COVID-19 pandemic weighs with mature US 10-yr treasury bonds.

NASDAQ

"The Phone Line Down"

Trading Seoul's Composite

The Samsung Curve (Apple)

The Office Hub (Microsoft)

The Busan Basics (Netflix)

Historically, performance of the US stock market has led global trading sentiment on the exchanges. Additionally, appreciation of the US dollar has shaken the framework of international trade. Thus, it is important to understand the historical relationship between US bonds, stocks and commodities to take full advantage of opportunities awaiting in our robust global economy.