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
So 2018 has gone, the Long Haul Portfolio turned 4, nothing short than a toddler! Let’s start dishing out some numbers and facts: OPTIONS I started off in January with a prospected change in the way I was going to trade Options. Instead of insisting with very aggressive PUT trades, I switched to a long… Read More 2018 – “Year Finale”
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
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
General Comment Well, well… If we wanted some action to shake the financial world in October we might have just got that! At the time of writing we are still in the middle of a correction, technically speaking. Second time that it happens this year, the first was right at the beginning in February/March, and… Read More October 2018 Update
General Comment Here we are, September has gone by, and yet another update of the LH Portfolio. University started in full swing, that means that I had to start teaching once more. The job is quite nice I like the interaction with students and the subjects that I am doing, but as this is the… Read More September 2018 Update
General Comment August has been a rather important month for me, it marked my return to the place that I consider a second home, Japan. It was for work, as I was taking a group of people on a tour that I have designed, organised and eventually conducted there. But even if the occasion was… Read More August 2018 Update
General Comment I have spent most of July working on a new course that I will start in September. Teaching is something that has been in my family since I was born as both my parents were professors, but it is not until I started doing it constantly that I can see how hard it… Read More July 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
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
