Posts by Leonardo Drago
Too Good to be True?
STARTING IN 1990, AN EXCLUSIVE INVESTMENT FUND PRODUCED AN ENVIABLE TRACK RECORD.
Read MoreYield Curve Inversion = Imminent Recession?
BEARS LOVE INDICATORS TO JUSTIFY THEIR GLOOMY OUTLOOK.
Read MoreInvestor Pessimism: Is the World Outlook Getting Worse?
THE QUEUE WAS TEN CHILDREN LONG, WHEN THE FIRST ONE IN LINE PASSED OUT, CAUSING SOME COMMOTION.
Read MoreWhen the Market Does Not React the Way You Expect
“DO AS I SAY, NOT AS I DO” WAS ATTRIBUTED TO PREACHERS, BUT WOULD WORK JUST AS WELL FOR THE INVESTMENT ADVISORY BUSINESS.
Read MoreYour Investment Outlook vs. Consensus
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.
Read MoreWhat to Expect in the Current Bear Market
WE ARE IN THE MIDST OF A GLOBAL ECONOMIC SLOWDOWN, WITH THE US BEING THE ONLY BRIGHT SPOT GLOBALLY
Read MoreGetting High on Bubbles
IN HIS FAMOUS SPEECH ON ‘IRRATIONAL EXUBERANCE’, GREENSPAN COMMENTED ABOUT HOW DIFFICULT IT WAS TO RECOGNIZE THE CHARACTERISTICS OF BUBBLES IF WE SAW THEM.
Read MoreLiquidity Squeezes and Emerging Market Crises
IN FINANCIAL MARKETS VERY FEW THINGS CAN BE EXPECTED TO REPEAT REGULARLY LIKE CLOCKWORK.
Read MoreInterviewing for a Finance Position
THE SINGLE BEST INVESTMENT ANYONE CAN MAKE IS TO INVEST IN OURSELVES, FOR A BETTER CAREER AND HIGHER EARNINGS PROSPECTS.
Read MoreInvesting Irresponsibly
ASKING WHETHER ONE SHOULD INVEST IN A SOCIALLY RESPONSIBLE WAY SEEMS LIKE A TRIVIAL QUESTION WITH AN OBVIOUS ANSWER
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