ALL OUR PUBLICATIONs

ALL OUR PUBLICATIONS

ALL OUR PUBLICATIONS

businessman-cellphone-checking-905869 copy

When the pursuit of wealth does not bring happiness

By Leonardo Drago | August 31, 2019

“DO AS I SAY, NOT AS I DO” WAS ATTRIBUTED TO PREACHERS, BUT WOULD WORK JUST AS WELL FOR THE INVESTMENT ADVISORY BUSINESS.

Portfolio management and asset allocation concept : Dollar bag, financial products on balance scale e.g ETFs, REITs, stocks, commodities, bonds, mutual funds, depicts balancing between risk and return

Double or Nothing

By Leonardo Drago | June 5, 2019

How Different Investment Return Calculations Can Show Opposite Results for the Same Portfolio.

20-fenchurch-street-architecture-buildings-34092 copy (1)

Too Good to be True?

By Leonardo Drago | May 28, 2019

STARTING IN 1990, AN EXCLUSIVE INVESTMENT FUND PRODUCED AN ENVIABLE TRACK RECORD.

Bear-31_copy (1)

Yield Curve Inversion = Imminent Recession?

By Leonardo Drago | April 12, 2019

BEARS LOVE INDICATORS TO JUSTIFY THEIR GLOOMY OUTLOOK.

adult-banking-blur-935979 copy

Investor Pessimism: Is the World Outlook Getting Worse?

By Leonardo Drago | March 8, 2019

THE QUEUE WAS TEN CHILDREN LONG, WHEN THE FIRST ONE IN LINE PASSED OUT, CAUSING SOME COMMOTION.

businessman-cellphone-checking-905869 copy

When the Market Does Not React the Way You Expect

By Leonardo Drago | February 18, 2019

“DO AS I SAY, NOT AS I DO” WAS ATTRIBUTED TO PREACHERS, BUT WOULD WORK JUST AS WELL FOR THE INVESTMENT ADVISORY BUSINESS.

FILE PHOTO: Flags of U.S. and China are placed for a meeting between Secretary of Agriculture Sonny Perdue and China's Minister of Agriculture Han Changfu at the Ministry of Agriculture in Beijing, China June 30, 2017. REUTERS/Jason Lee/File Photo

Your Investment Outlook vs. Consensus

By Leonardo Drago | January 15, 2019

IT’S A GOOD IDEA FROM TIME TO TIME TO PAUSE AND ASSESS HOW SIMILAR YOUR INVESTMENT OUTLOOK IS TO THE CONSENSUS OF CHIEF ECONOMISTS AND OTHER ASSORTED FORECASTERS.

What to Expect in the Current Bear Market

What to Expect in the Current Bear Market

By Leonardo Drago | November 16, 2018

WE ARE IN THE MIDST OF A GLOBAL ECONOMIC SLOWDOWN, WITH THE US BEING THE ONLY BRIGHT SPOT GLOBALLY

Getting High on Bubbles

Getting High on Bubbles

By Leonardo Drago | October 11, 2018

IN HIS FAMOUS SPEECH ON ‘IRRATIONAL EXUBERANCE’, GREENSPAN COMMENTED ABOUT HOW DIFFICULT IT WAS TO RECOGNIZE THE CHARACTERISTICS OF BUBBLES IF WE SAW THEM.