I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on global diversification for those interested in navigating the global markets. Over the years, I have delivered presentations on global market opportunities at numerous events. Typically, I pose…
Is it too late to take a renewed interest in gold?
This article on gold from Portfolio Adviser might capture the interest of some of my investors, especially those who have been taken aback by the recent surge in the value of the yellow metal. Yeah, you can probably write a better story for yourself if you have a fondness for glittering treasures and who have…
Battle of bulls and bears
Based on some emails, some people are expressing frustration simply because the market and economy aren’t conforming to their expectations. That is not supposed to be funny. Indeed, markets often defy our expectations. The financial markets are influenced by a myriad of factors and these factors can interact in complex ways, leading to outcomes that…
Dark and delicious
Sometimes, you come across something and think, wait, that can’t possibly be right! Well, I have got another money maker for you in case you missed it. Throughout the first quarter of 2024, cocoa emerged as the undisputed leader among soft commodities and the entire commodities asset class. In a Bloomberg article, supply shortages…
Will the AI “bubble” burst?
Jeremy Grantham of GMO stands out as an indispensable voice in financial commentary, even though I may not align with all of his perspectives. I have just finished reading his latest piece digging into the US stock market, bubbles and AI, real assets, and under-recognized long-term problems. On another interesting note, another partner wrote that…