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Changing World Order and Next Decade’s Bubble
At every decade’s start we become conditioned to keep investing in the sectors that created the largest profits in the previous 10 years
Read MoreHow Much to Allocate in Crypto in Your Portfolio?
“With inflation at 7.5%, you lose half your money in 9 years. The only way to outperform that consistently, that I have found, is crypto. Just this year I’ve already lost half my money.” – RCM via Twitter
Read MoreMEME 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)…
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