Global Macroeconomic and Geopolitical Trends
The Inflation has Landed The media has recognized and confirmed what we have been warning about for some time, that inflation was on the way. Well it is finally here. ‘The accommodative/bailout policies of Greenspan and his protégé Bernanke as figureheads of federal intervention and involvement into financial and monetary affairs and their ability to […]
We will fight and hedge them every way we can. Our portfolios are built to survive economic Darwinism. Anti-fragile. The Impartial Lens Model Portfolio +45.65% Vs SPDR S&P 500 ETF Trust (SPY) +17.51%: 11 October 2018 – 20 July 2020: We have had 5 double baggers (+100%) in this portfolio. 4 remain open and we
Portfolio Update July-20-2020 Read More »
“It is inhumane, in my opinion, to force people who have a genuine medical need for coffee to wait in line behind people who apparently view it as some kind of recreational activity.”― Dave Barry STARBUCKS LEADS THE PACK The Pandemic has seen consumer needs change dramatically. Starbucks, one of the largest coffeehouse chains in
Addiction Trumps Corona Read More »
Tick tock goes the U.S. debt clock. Here’s 25,613,445,552,880 reasons to be fearful of further volatility in the markets: For a few more, go here: https://usdebtclock.org At some stage, this number will become very important and when it does, it will become important to everyone. We are long volatility/fear in the markets as complacency has set
“It is impossible to produce superior performance unless you do something different from the majority.” – John Templeton Portfolio Update: Performance from 11 October 2018 -Present +33.88% Vs SPY-S&P 500 Index +7.36% over the same period.
Who wants to sit in a crowded waiting room at the local medical center with people coughing and sneezing around them? With the onset of the Coronavirus pandemic, a number of telehealth regulations have been eased to help doctors and patients interact virtually. We recognized the potential growth in Telemedicine being jolted into overdrive as
Telemedicine Trend Read More »
GDXJ tracks the performance of the most liquid junior companies in the global gold and silver mining industry. We are up 80% in less than 2 months since opening a position on 23 March 2020.
GDXJ – VanEck Vectors Junior Gold Miners ETF Read More »
We can see from the 6 month chart of the iShares Core S&P 500 ETF (IVV) above that the beginning of this recent market rally saw huge buying volume in late March. Last week saw dwindling buying volume creep in which is below the average over the past 6 months. Lower buying volume is often
Knocking on Reality’s Door Read More »
‘Sooner or later everyone sits down to a banquet of consequences’ – Robert Louis Stevenson Exit stage denial & enter stage anger. We are exiting the denial stage and entering the stage of anger as detailed in Elizabeth Kuubler Ross’s Paradigm of Loss Model in relation to the Covid 19 Pandemic and ensuing economic crisis.