Follow
About Landon
Landon Whaley is the CEO of Whaley Capital Group and has been professionally managing money for the last 21 years. A global macro style of investing informs his unique persptive on finanical markets. He has traded stocks, bonds, currencies, and commodities through the three US recessions, as well as economic slowdowns, recessions, and crises on four other continents.
Landon's Articles
We concluded last month’s report saying, “Over the next few months, economic data will be compared to the depressionary data we saw from March to May 2020, says Landon Whaley of Whaley Global Research.
Landon Whaley
ECONOMICS
We initiated the “Summer Breeze” macro theme on December 7, 2020, to serve as the guiding force for our decisions in both US and international assets over the final month of 2020 and the first half of 2021, says Landon Whaley of Whaley Global Research.
Landon Whaley
ECONOMICS
We initiated the “Summer Breeze” macro theme on December 7, 2020, to serve as the guiding force for our investment decisions in both US and international assets over the final month of 2020 and the first half of 2021, says Landon Whaley of Whaley Global Research.
Landon Whaley
MARKETS
We initiated the “Summer Breeze” macro theme on December 7, 2020, to serve as the guiding force for our investment decisions in both US and international assets over the final month of 2020 and the first half of 2021, says Landon Whaley of Whaley Global Research.
Landon Whaley
STRATEGIES
Tickers: SPX
Landon's Videos
In this 30-minute presentation, Landon D. Whaley will apply his global macro investing framework to the current market environment and discuss the historically rare economic event occurring globally for the first time in three years. He'll provide an in-depth analysis of this historical event and why it's as bullish as it gets for equity markets and risk assets more generally. The presentation will conclude with discussing the specific US companies in his 2020's Trash is 2021's Treasure investing theme.
Landon Whaley
STOCKS
36:43
Since the storytelling about a V-shaped recovery began, Landon D. Whaley has been saying that a recovery resembling any letter of the alphabet cannot occur in 2020. Contrary to what many are peddling, Mr. Whaley is on the record saying that a three-phase process is currently playing out in the US. The first phase was depressionary, beginning in late February and running through April. The second phase was a rebound (not a recovery) in critical data and financial markets from worst ever levels to not so worst ever readings in May, June, and July. The third phase will hit the US during Q4 2020, and the folks on Wall Street and in the media perpetuating the myth of a V-shaped recovery are not prepared. Join Mr. Whaley as he explains his Gravitational Framework, which enabled him to predict both crashes (Q4 2018 & March 2020) in US stocks over the last two years. He will share why his framework is once again diverging from what the group expects in markets in the months ahead. The vast majority of market participants believe the gravy train since April will keep right on rolling. However, the Gravitational Framework is telling us in no uncertain terms; there is a litany of market risks coming our way.
Landon Whaley
MARKETS
At MoneyShow Landon Whaley: Always remain data dependent, process driven and risk conscious. Find someone you trust who does a good job distilling economic data. Let the data drive your decisions.
Landon Whaley
MARKETS
6:43
At MoneyShow Dallas, Landon Whaley: We have a generation of investors and asset managers who know only one market. The reality is markets and economies cycle and catch people off guard.
Landon Whaley
MARKETS
5:51
Newsletter Contributions
Gravitational Edge
Gravitational Edge is designed to give you a discernible edge in making asset management decisions. This report, delivered each Monday, provides impactful and concise commentary, organized purposefully, to provide the maximum amount of actionable information.
Learn More