January 2019

General Comment 2019 has kicked off with a moderate positive feeling to it, the draughts of December that we experienced in the stock market made way to a rather quick recovery, all across the board. I guess that January did not hide any special surprise for us, no dramatic news, no Brexit decisions, no China… Read More January 2019

December 2018

General Comment Who would have thought? It turns out that many people actually predicted the financial markets drama that we witnessed in December. To me it’s all BS, or at least 80% is BS. Reading blogs and news over the past 6 months there was not a single writer who did not mentioned an impending… Read More December 2018

November 2018 Update

General Comment November has gone by, it retrospect it seems that this month was much more eventful than October when markets started tumbling. The reality is that in general terms world financial markets started to recover some of the losses from October. The lingering feeling that I get from the financial community, newspapers and more… Read More November 2018 Update

June 2018 Update

General Comment This June we had an anticipated round of holidays, thanks to my wife getting her break this month against the more usual “July/August” period. There are several great points of going to holidays in June. First of all there are less people around, prices are a bit more decent, less traffic and more… Read More June 2018 Update

May 2018 Update

General Comment Sell in May and go away. I didn’t. I actually bought! Yes May was a bit hectic, the LH Portfolio continued the recovery started in April but stopped around mid May when the markets took another nosedive. This affected the LH Portfolio, as it seems that since the beginning of the year the… Read More May 2018 Update