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 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 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
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 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 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
General Comment One more spin of the wheel! Yes, my birthday came and reminded me that “tempus fugit” (Latin for: time flies), it seems yesterday since I was living in England or Japan, and instead 20 years have passed already… Bloody Hell! ANYHOW… Amarcord mode “off”, what happened in April in the financial markets and… Read More April 2018 Update
General Comment On top of my birthday, event that probably did not affect markets around the globe, April saw the continuation of the good momentum that we saw since Trump elections. Markets have been generally positive, there is a start of a re-trace in the REIT sector in the US (interest rates hikes are finally kicking… Read More April 2017 Update
