ALL OUR PUBLICATIONs
ALL OUR PUBLICATIONS
ALL OUR PUBLICATIONS
HEDGING VS. TIMING THE MARKETS: HOW TO POSITION FOR 2021
There’s no free lunch in investing: lower volatility in a portfolio must come with proportionately lower returns
Markets Will be Volatile, Except when Everyone Expects It
Seasoned traders know that when everyone expects a ‘near-certain’ outcome, and prepares their investment portfolio for it, the opposite tends to happen
Is Big Tech a Bubble?
A long standing doctrine in successful investing was to buy stocks that were trading cheaply based on an objective measuring method (price vs. book value / earnings / sales)…
What Impact will US Elections Have on the Stock Market?
Global stock market performance from here to the end of the year will be heavily influenced by the US elections in November
The Role of Gold In a Portfolio
Gold has gained 66% in the last two years and just hit a new all-time high of $2075 last week, before pulling back sharply by over $200 in four days
The Second Wave Is Here
The much feared second wave of virus infections has arrived. Many have been worrying about such an event which may follow the 1918 Spanish Flu, causing a higher death toll
The disconnect between stock prices and the economy
Data shows that not only do stocks not follow changes in GDP, it’s actually GDP that follows changes in stock prices
