Hey hey 🙂 Summer is here finally. For most of you it’s time to take your time off and rest after hard work for most of the year. But markets never sleep. I remember very well both August 2011 and 2015, when Summer became hell for most of people, as sudden developments took most off…
Smart Investors, it’s time to dig deeper into Smart Investing Approach (SIA) again! Today I analyse in details on why the portfolio of equities in the SIA-style Global Leaders Portfolio (GLP) looks as it does and why these certain equities and not other ones have found their place in the GLP at inception (and are…
Hi Smart Investors! I hope you’re doing all right. It’s been more of a quiet week really, but here’s what’s up: Last week -> The market managed to reign in the recent burst of downside volatility from Thursday the week before and from a technical perspective it defended the 200 moving average support level on…
Hello everyone! Here’s what moved the markets this week in short. Last week Equity markets stories:-> On Monday the US National Bureau of Economic Research (NBER) officially named February 2020 the last cycle’s peak and announced that the US economy is in recession (4 month under way now).-> Paradoxically on the very same day S&P500 turned…
Happy day all the Smart Investors out there! Today I wanted to make a quick note on how the SIA-style portfolios performed in the past. Past performance is of course not a guarrantee for the future, but if the backtesting period is long enough it can constitute a sound basis to expect similar behviour going…
Hello everyone! Bullish sentiment persists in markets into the start of June. Here’s a quick recap for you of what matters the most and drives markets currently. Last week Equity markets stories:-> The markets ignored the massive wave of social unrest in US caused by the death of George Floyd, an afroamerican killed by a policeman.…
Hi all! Today I wanted to come back to you with the continuation of the series I call the Deep Dive into SIA. Part (1) was about debt. Today I wanted to make a few deliberations about another aspect of the SIA Score, namely S5 and S1, which are directly connected with each other (please…
