Blog
The short term is full of pit falls and can distract one from the long term. Stocks and most assets have price (growth and contraction) cycles that in conjunction help create wealth. Obsolescence needs to be avoided.
Prosus: Tencent Risk/Reward
Prosus is a holding company controlled by Naspers (South Africa) who 20yrs ago invested in...
Oil stocks pricing US$70bbl
Oil prices are coming down from recent peak and in my view should trade in...
S&P500 has 15% Downside
What is the downside risk? On Fed Funds rate headed to 4% the SP500 could...
Lithium prices set to crash?
Lithium mining stocks took a hit on Goldman Sachs report/prediction that LCE prices would collapse...
Escudo: Up 2.2% YTD
The Escudo strategy has done relatively well in the high market volatility. YTD its up...
Has the market bottomed?
The US equity market is not out of woods yet but I believe we may...