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Getting the big picture and timing right.
Zoeken
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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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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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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Gold and the dollar smile: why you need more than just technical analysis.
Please read the Disclaimer before reading this article. Before reading this article, I recommend you to read my previous article: The...
18 okt 202010 minuten om te lezen
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The next big buying opportunity in the gold market.
Please read the Disclaimer before reading this article. Before reading this article, I recommend you to read my previous two articles:...
11 okt 202011 minuten om te lezen
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How I predicted the peak in the gold market in early August.
Introduction This is the first article in a series where I will explain how I timed the gold market throughout the last three years. In...
8 okt 20208 minuten om te lezen
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Gold and my personal story as an investor, an introduction to The Adaptive Investor
Learn about my biggest loss in the markets and how it forced me to adapt.
4 okt 20206 minuten om te lezen
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