Fool’s Gold

Gold stood firm during the most recent turbulence across global markets. The precious metal reached a 52-week high, whereas most other assets crashed. Its precious metals siblings silver, platinum, and palladium were no exception. They sold off sharply and in line with risky assets. None of the precious metals siblings recovered their most recent highs …

S&P 500 – Retesting The Low

Risky assets unfolded a sharp rebound over the past week. The major U.S. equity indices rallied by more than 20% off their most recent lows. Market participants, professional and retail, piled into the market and bought everything they could. Last evening, a WSJ headline declared the shortest bear market ever as finished after a 20% …

Don’t Panic – Apply Evidence!

The idea behind publishing free articles was to convey institutional asset management know-how and help investors navigate the markets.¬†Our approach is often contrarian to public consensus. Therefore, many disagree with our content.¬†Nonetheless, those who followed us know that we expressed a strong opinion that U.S. equities drop towards the December 2018 low. We published here …