ALL OUR PUBLICATIONs

ALL OUR PUBLICATIONS

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.

Liquidity Squeezes and Emerging Market Crises

By Leonardo Drago | September 10, 2018

IN FINANCIAL MARKETS VERY FEW THINGS CAN BE EXPECTED TO REPEAT REGULARLY LIKE CLOCKWORK.

Interviewing for a Finance Position

By Leonardo Drago | July 10, 2018

THE SINGLE BEST INVESTMENT ANYONE CAN MAKE IS TO INVEST IN OURSELVES, FOR A BETTER CAREER AND HIGHER EARNINGS PROSPECTS.

Investing Irresponsibly

By Leonardo Drago | June 21, 2018

ASKING WHETHER ONE SHOULD INVEST IN A SOCIALLY RESPONSIBLE WAY SEEMS LIKE A TRIVIAL QUESTION WITH AN OBVIOUS ANSWER

Higher Interest Rates means Bonds and Leverage Don’t Mix

By Leonardo Drago | May 9, 2018

STOCKS ARE STORIES, BONDS ARE MATHEMATICS.

A Blueprint to Navigate Every Bear Market

By Leonardo Drago | February 16, 2018

THREE WEEKS AGO OVER DINNER MY 87 YEAR OLD FATHER ASKED ME HOW MUCH MONEY I HAD MADE FOR OUR CLIENTS IN OUR EQUITY STRATEGY IN 2017.

Do Commodities Have Any Place in a Portfolio

By Leonardo Drago | November 9, 2017

COMMODITIES ENJOYED SIGNIFICANT INTEREST FROM INVESTORS FROM YEAR 2000 ONWARDS.

Investing as a Beauty Contest

By Leonardo Drago | September 17, 2017

BUY LITHIUM MINING STOCKS BECAUSE DEMAND FOR BATTERIES WILL SKY-ROCKET AS EVERY CAR MAKER GOES ELECTRIC.

The Complacency of Low Volatility

By Leonardo Drago | July 19, 2017

I GAVE A TALK AT AN INVESTMENT SEMINAR RECENTLY WHICH WAS TITLED “INVESTING MYTHS: DE-BUNKING WIDELY ACCEPTED TRUISMS”.