Handicapping a Recession
No matter who you speak to these days, the big topic in the markets is the same: Are we headed…
Alternative Investments During Periods of Volatility
Quote:“The premise of saving for 10, 20, 30, 40 years and only having access to daily liquidity products doesn’t make…
Managing Concentrated Positions
Many investors accumulate large amounts of wealth by investing in a single company, whether that be from executive compensation, inheritance,…
Announcement: Our First Haymaker Is On The Way
After almost 17 years, it’s time for me to bid farewell to an old friend, the Evergreen Virtual Advisor (EVA). Perhaps,…
Positioning Recommendations – April 8th, 2022
“The Fed’s dual mandate is that of arsonist and fire brigade.” – Jim Grant. A Belated Epiphany It is my…
Ride Away, Right Away!
“We were assured by policy makers that QE provided large benefits to the real economy. If so, won’t its reversal…
Delisting Has Not Been Derailed
By Thomas Gatley from Gavekal Dragonomics What happenedThe China Securities Regulatory Commission on Saturday published a proposed rule change for…
Positioning Recommendations – April 1st, 2022
Ride Away, Right Away! It’s no April Fool’s gag that the first quarter was a rare down one for stock…
And Just Like That…
Through the first half of 2021, the US Initial Public Offering (IPO) market hit record after record, as proceeds and…
Reversion to the Meme
Image: KnowYourMeme.com “A gold mine is a hole in the ground with a liar standing next to it.” – Often attributed…
Positioning Recommendations – March 25th, 2022
Implausible Deniability? The economic and geopolitical headwinds are blowing much stronger than they were prior to Russia’s attack on Ukraine. …
Planning Strategies for Market Volatility
When markets are down, it is easy to panic and question your investment strategy. While markets have bounced back in…