Getting the big picture and timing right.

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Gold's time to shine.

Introduction After almost 4 years, gold bulls finally got the breakout they have been waiting for. Last week, gold was finally able to...

10 mrt 20247 minuten om te lezen

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No, it's not all priced in. Part II

Please read the Disclaimer before reading this article. Introduction If you would have read independent investment research in the...

26 sep 202315 minuten om te lezen

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Gold breakout above all-time highs imminent?

Please read the Disclaimer before reading this article. Introduction Let's talk about gold. In the middle of January, I warned that a...

26 mrt 20235 minuten om te lezen

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No, it's not all priced in.

Please read the Disclaimer before reading this article. In this article, I would like to discuss two topics: 1) The concept of a hard...

14 mrt 202312 minuten om te lezen

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A Fed pivot won't be bullish for stocks.

Please read the Disclaimer before reading this article. At the end of June, I wrote an article on why I remained bearish on risk assets....

18 dec 20228 minuten om te lezen

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Risk-off environment remains intact.

Please read the Disclaimer before reading this article. As I did in my previous post, I summarize my investment outlook from early 2022...

29 jun 20227 minuten om te lezen

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Update on Gold, Bonds, and Crypto.

Please read the Disclaimer before reading this article. In early January 2022, I wrote an investment outlook with my views on several...

10 apr 20225 minuten om te lezen

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Risky 2022 ahead? What are the leading indicators telling us?

Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer Early 2021, I had a few big views for how 2021 would play...

10 jan 20228 minuten om te lezen

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Probability vs. Possibility: Did you risk manage your Crypto investments?

Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer I want to share two important insights in this article...

20 dec 20219 minuten om te lezen

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Bitcoin: Why you should buy all time highs, just as Jesse Livermore would advise.

Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer (When reading this article, don't forget the following:...

7 nov 20215 minuten om te lezen

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Bullish Bitcoin price action and recapitulation of 2021 market views.

Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer It has been some time since I wrote an article or was...

11 okt 20211 minuten om te lezen

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Is the US Dollar wrecking ball back?

At the beginning of February, I laid out my investment outlook for this year. I was positive risk assets for several reasons. One of...

20 jun 20217 minuten om te lezen

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Gold: Great risk-reward opportunity setting up

Please read the Disclaimer before reading this article. It has been three months since I wrote an article purely dedicated to gold. In...

11 apr 20214 minuten om te lezen

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Tactical look at US interest rates and risk assets.

Please read the Disclaimer before reading this article. On Thursday, I tweeted that I saw some interesting bullish developments in...

5 apr 20213 minuten om te lezen

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Technical look at Gold, USD, 10year

Please read the Disclaimer before reading this article. In this article, I want to have a quick technical look at some key markets. No...

15 mrt 20214 minuten om te lezen

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2021 Invesment Outlook for gold and risk assets.

Please read the Disclaimer before reading this article. Disclaimer: I currently hold positions in QQQ and EEM At the beginning of each...

11 feb 20218 minuten om te lezen

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Tactical look at EM and the USD.

Please read the Disclaimer before reading this article. Last week, I explained my bullish long-term thesis on Emerging Markets. This...

24 jan 20216 minuten om te lezen

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Emerging Markets and the US Dollar

Please read the Disclaimer before reading this article. Please note that this is a big picture think piece. I won't go into detail about...

19 jan 20217 minuten om te lezen

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Gold liquidation explained.

Please read the Disclaimer before reading this article. This past week has been quite an eventful week for gold. On Monday, we saw a 50...

10 jan 20216 minuten om te lezen

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Gold: Bullish arguments outnumber the concerns

Please read the Disclaimer before reading this article. Introduction Things are getting very interesting in the gold market. Let’s start...

20 dec 20206 minuten om te lezen

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Dream scenario in gold is starting to unfold.

Please read the Disclaimer before reading this article. Short summary We saw very constructive price action these last two weeks in the...

6 dec 20208 minuten om te lezen

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Gold: The answer lies in whatever Covid-narrative is discounted by the market.

Please read the Disclaimer before reading this article. Two weeks ago, just after the election, I noted that strictly speaking (when...

22 nov 202010 minuten om te lezen

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Gold: post-election update

Please read the Disclaimer before reading this article. Post-election update Last week I wrote: “For long term investors, these are ideal...

8 nov 20206 minuten om te lezen

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Gold: Have we seen the bottom?

Please read the Disclaimer before reading this article. Introduction Three weeks ago (October 11, 2020), I wrote an article in which I...

2 nov 20208 minuten om te lezen

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