Damodaran and the new Equity Risk Premia – July 2022
Recently one of the mostly-followed corporate finance and valuation professor Aswath Damodaran has updated his metrix of the…
How justified are the imminent recession fears?
Many (and more every day) market pundits are raising their voices over “an imminent recession due. Given the…
๐ช๐ฒ ๐ฎ๐ฟ๐ฒ ๐ถ๐ป ๐ฎ ๐ป๐ฒ๐ ๐๐๐ผ๐ฐ๐ธ๐-๐ถ๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป ๐ฝ๐ฎ๐ฟ๐ฎ๐ฑ๐ถ๐ด๐บ
Over the last decade the correlation between inflation (measured by CPI YoY change) and the $SPX500 returns (also…
๐๐ผ๐ฒ๐ ๐ฃ๐ฎ๐๐ฃ๐ฎ๐น ๐ต๐ฎve ๐๐ฝ๐๐ถ๐ฑ๐ฒ ๐ณ๐ฟ๐ผ๐บ ๐ต๐ฒ๐ฟ๐ฒ?
$PYPL (PayPal Holdings) quick facts: โ lost 70% top to recent bottom and 61% top to now โ …
Portfolio update: +5% yesterday โ โ โ
We had a hell of a day yesterday with GlobalAlphaS portfolio up 5.04%. Main reasons for the performanace:…
๐ช๐ต๐ฒ๐ป ๐๐ถ๐น๐น ๐ฏ๐ฒ ๐๐ต๐ฒ ๐๐ถ๐บ๐ฒ ๐๐ผ ๐ฏ๐๐ ๐ฒ๐พ๐๐ถ๐๐ถ๐ฒ๐ ๐ฎ๐ด๐ฎ๐ถ๐ป?
Many investors scratch their heads these days as to whether the current market circumstances we’re facing constitute a…
Hello Smart Investor! For a series of basic Smart Investing Approach (SIA) articles please scroll down below Blog Categories!
Chief Editor: Pawel Cylkowski, CIIA
Hello there! My name is Pawel. If You landed here, You surely must be a an open-minded individualist looking to find Your own way in life and looking for new opportunities to develop your knowledge about taking responsible care of your finances, investments and savings on Your own terms. I love investing my way and I do believe everyone can take best care of their own money. I develop what i call the Smart Investing Approach (SIA) – a philosophy of independent thinking in investing, which includes:ย ย ย ย “I don’t have to, I can” attitude, no benchmarks, cycles-adjusted portfolio allocations helping risk control, concentration on t
Latest Posts
Damodaran and the new Equity Risk Premia – July 2022
Recently one of the mostly-followed corporate finance and valuation professor Aswath Damodaran…
How justified are the imminent recession fears?
Many (and more every day) market pundits are raising their voices over…
๐ช๐ฒ ๐ฎ๐ฟ๐ฒ ๐ถ๐ป ๐ฎ ๐ป๐ฒ๐ ๐๐๐ผ๐ฐ๐ธ๐-๐ถ๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป ๐ฝ๐ฎ๐ฟ๐ฎ๐ฑ๐ถ๐ด๐บ
Over the last decade the correlation between inflation (measured by CPI YoY…
๐๐ผ๐ฒ๐ ๐ฃ๐ฎ๐๐ฃ๐ฎ๐น ๐ต๐ฎve ๐๐ฝ๐๐ถ๐ฑ๐ฒ ๐ณ๐ฟ๐ผ๐บ ๐ต๐ฒ๐ฟ๐ฒ?
$PYPL (PayPal Holdings) quick facts: โ lost 70% top to recent bottom…
Portfolio update: +5% yesterday โ โ โ
We had a hell of a day yesterday with GlobalAlphaS portfolio up…
๐ช๐ต๐ฒ๐ป ๐๐ถ๐น๐น ๐ฏ๐ฒ ๐๐ต๐ฒ ๐๐ถ๐บ๐ฒ ๐๐ผ ๐ฏ๐๐ ๐ฒ๐พ๐๐ถ๐๐ถ๐ฒ๐ ๐ฎ๐ด๐ฎ๐ถ๐ป?
Many investors scratch their heads these days as to whether the current…
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How to build a smart pension portfolio
As is the case in every human activity, key to success is consistency. Whether youโre an enterpreneur or an employee, whether you teach at school or are a cardio surgeon, itโs always the rules you obey that drive your performance in what you do. In the investing world the word consistency should really be written…
Forecasting economic cycles made easy
This is not an easy task. This is actually an extremely tough process, which demands constant analysis and appropriate interpretation of hundreds of different macro statistics, trends, incoming data and events. Big banks have massive departments filled with statistitians, mathematicians, macroeconomic advisors and all other possible wise guys who do nothing else all days long,…
Smart Investing Approach (SIA) explained
Smart Investing Approach (SIA) โ it’s a philosophy of my thinking about investing. I have been conciously trying to develop it for at least 10 years now and I possibly tried to do it unconciously before during all the years that I have tried to survive all the ups and downs on capital markets, both…
What it means to me to be an investor
I would like to thank You for choosing to read this post. For some of You it will be way too generalized and obvious, but for some, who are not experts in investing, this article hopefully becomes eye-opening and explorative. Understanding the proper attitude to becoming an investor is, in my view, crutial in the…