General Comment Another month has gone and we are finally entering the latter part of this 2019, last trimester, lot of wrapping up to do. Of course September belongs to the middle part of the year and we can safely say that judging at the numbers that we saw, the weakness that markets felt in… Read More September 2019
General Comment After an easy July I was expecting another uneventful month in August… I couldn’t have been more wrong! This time the highlight of the month was the stock market, which decided to go on a “ride” and showed signs of strong volatility all over the board. Recession news from Europe and probably the… Read More August 2019
General Comment Back from the holidays in June, me and my wife saw fit to have a spell of continuous sickness that lasted more or less one month. Clearly that was not welcomed by the family, but apparently it was due to some sort of “summer virus” that saw fit to attempt to get residency… Read More July 2019
General Comment It seems yesterday that we set off, wife, baby and myself for Sardinia. In reality it was the beginning of June, and I remember that uneasy feeling of starting something completely new, like going on holiday with a little baby, something that I’ve never done before in my life. I’ve done plenty of… Read More June 2019
General Comment One more month goes by, this time it’s May, a rather stormy month in Europe and on financial markets. I won’t comment on the weather, because there is very little to talk about, let’s see what happened in the financial world. Having left all the difficulties related to Brexit in March and April,… Read More May 2019
General Comment April is always a rather special month for me. First and foremost it’s the month of my birthday. But even more important than my birthday it happens to ne my wife’s birthday too (if you are married or with some “significant one at your side” you know what I mean!). Financially speaking April… Read More April 2019
General Comment What did March bring? Lots of spring, and nothing more than that really. Markets have been tame and behaved more than well growing constantly, allowing all specialised press and less specialised commentators to resume the “all time high”, “broke all previous records” mantra that we get in these cases. These are the good… Read More March 2019
General Comment Pretty much like January, February was a rather calm month, a decent month of growth for financial markets all around the spectrum. If you follow this blog you’ll know that my view on 2019 is a neutral/negative one, and this is the main reason why I have decided to adapt my option strategy… Read More February 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
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”
