Alan Longbon MBA

My investment approach is very simple. I find countries with the highest and strongest macro-fiscal flows and low levels of private debt and invest in them using country ETFs and contract for difference (CFDs)

Launched a year ago

Trading real estate, equity and bond markets using fiscal flow analysis, functional finance, demographics and the real estate cycle. Federal Deficit ↑ = Private Surplus ↑ = Risk Asset markets ↑

3

Are We About to Enter a Recession and Bear Market?

The Start to the beginning of the End

SpaceX’s $2 Trillion Debut: The Last Great Trade of the Land Cycle (and Why It Rhymes With 2008)

June 2026 Trading Outlook: Fiscal Flows, Oil, Bank Credit, And Fed Interest Rates

A large private sector surplus this month. This starts from a negative base so the fiscal impulse has an even stronger impact on markets than it normally would.