My clients and partners know that I have been a rather stubborn bull for quite a couple of years now and my long-term positions clearly reflect that. Please do not get me wrong. I’m not a perma-bull who sees rainbows all the time. In my 30 years as a trader and investor, I have turned…
Nobody is perfect
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. You can read financial books, study free information on websites and attend seminars. Yet when that is all done, you still do not really understand investing…
Watch out!
Well, when Jamie Dimon of JPMorgan Chase says “Watch out,” it is usually not small talk. In his latest update, he admitted, “You feel stupid when everyone’s coining money and everyone’s great… it does feel really good.” That pretty much sums up late-cycle psychology. After that deep breath comes the warning. Here you go –…
Back to school
With or without Trump, markets remain inherently probabilistic. The future has never signed a contract with anyone. All we can do is think in scenarios, assign odds, and position ourselves accordingly. In this webinar, I will walk through the most likely paths forward and attach rough probability weightings to each. As for my own positioning,…
A meditator’s view on money and happiness
During this Chinese New Year festive season, you will see many people enthusiastically rearranging their homes, consulting feng shui masters, wearing specific colours, placing lucky plants at precise angles, and performing all sorts of traditional rituals to “invite” more wealth in the Year of the Horse. Suddenly, furniture starts moving more than the stock market….