Posts by Leonardo Drago

A plan based on hard data is the best way to analyse a changing situation

A decade ago, the prevailing investment view was that the world had reached Peak Oil, and oil companies were widely recommended as a core long-term allocation.

Ben Bernake, former Chairman of the Federal Reserve, earned the nickname ‘Helicopter Ben’ when he suggested in 2002 that helicopter money could always be used to stave off deflation.

On 1st October the US Institute of Supply Management Manufacturing data came out much worse than expected, causing a 2-day drop of 2.9%.

The phrase ‘This Time it’s Different’ is described as the four most dangerous words in investing.

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

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

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

BEARS LOVE INDICATORS TO JUSTIFY THEIR GLOOMY OUTLOOK.

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