The markets are anything but predictable. The good news is there are funds which can do well both in good and bad markets. A fund report grabbed my attention today. The long-short fund performed well within my expectation last month. The fund lost 1% in its long book but made 2.6% in its short book….
Everyone is an economist these days
It seems that everyone is an economist these days. Everyone I speak with has a strong opinion on the economy. Most are convinced things will get worse in the coming months and that inflation is here to going to crush them. Yeah, inflation impacts how much money people can spend on everyday items. Inflation is the…
Confused and lost?
Heightened geopolitical risk has become the new normal in our brave new world, one of the driving forces behind financial market volatility and sentiment. Paul Tudor Jones was on CNBC and is predicting a bleak future for the economy and stocks heading into 2024. One of the concerns highlighted by the famed billionaire money manager…
Back to school
Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. Every traditional investor faces the same dilemma. Shoot for huge returns and you put way…
The market impact of war
War is a tragedy and the erupted war in Israel and Gaza is horrendously heart-breaking. While the economic aftershocks of open conflict between Israel and Palestine are already being felt, historical data shows that the markets generally handle these kinds of events reasonably well. It also depends on the severity and duration of the conflict. A…