Posts by Leonardo Drago
MEME INVESTING
A message arrived in my inbox this morning that made me chuckle. The subject was “Investment Tips: Why You Should Invest in Dogecoin”
Read MoreRepeating Your Investment Mistakes Forever
This column usually tackles practical aspects of investing, but I thought I would try a more philosophical discussion on investing…
Read MoreAvoiding Over-Leveraged Investments and Outright Scams
Over leveraged and outright investment scams become prevalent in the late stages of a bull market when greed takes over, where it seems like everyone is making money hands over fist with little effort…
Read MoreBitcoin Bubble Deja Vu
My monthly column started in Jan 2018 with the inaugural topic on how Bitcoin was one of history’s biggest bubbles. A year later bitcoin lost 85% of its value and stayed low for a couple of years
Read MoreThe Death of Alpha
The entire purpose of asset management is to create alpha. Active asset management started some 70 years ago, and has grown significantly in that time
Read MoreHEDGING 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
Read MoreMarkets 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
Read MoreIs 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)…
Read MoreWhat 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
Read MoreThe 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
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