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Category Archives: Macro

GAS WEEKLY

GAS Weekly 25-29.05.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski30 May 2020Leave a comment

Hi there! I hope everyone is safe out there and slowly getting back to normality. GlobalAlphaSearch.com is now officially on FB! Please join me there to strenghten our community of Smart Investors :). To the point now…Quick recap of the state of markets for you guys: Last week Equity markets stories:-> US market was closed…

GAS WEEKLY

GAS Weekly 18-22.05.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski24 May 2020Leave a comment

Aloha! May goes on and it turns out that this time it’s not a “sell in May and go away” scenario, as some feared at the start of the month. Most major markets keep holding up after massive April gains and consolidate within relatively narrow ranges digesting the progress of reopening the global economy and…

GAS WEEKLY

GAS Weekly 11-15.02.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski17 May 2020Leave a comment

Hi all Smart Investors out there! I hope that the Weeklies, even though quite compound, do provide value for you in terms of updating you on major market drivers and cutting out the noise. Remember a Smart Investor has an investment perspective way beyond current little ups and downs, as much important as they may…

GAS WEEKLY

GAS Weekly 04-08.05.2020

Investing, Macro, News&Trends, PortfoliosBy Pawel Cylkowski9 May 2020Leave a comment

Hello GAS subscribers! Herewith I am starting the series of my Weekly updates that will treat upon the most important issues that drove capital markets in the week just ended and prepare you for the week ahead. These posts are meant to be short, compound and precise. As I promised, no spam for GAS community!…

Pension Portfolio risk profile

How to build a smart pension portfolio

Investing, Macro, PortfoliosBy Pawel Cylkowski1 April 2020Leave a comment

As is the case in every human activity, key to success is consistency. Whether you’re an enterpreneur or an employee, whether you teach at school or are a cardio surgeon, it’s 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

Forecasting economic cycles made easy

Investing, MacroBy Pawel Cylkowski30 March 2020Leave a comment

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

Investing, MacroBy Pawel Cylkowski12 March 20202 Comments

Smart Investing Approach (SIA) – 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…

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