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Category Archives: News&Trends

GAS WEEKLY

GAS Weekly 31.08.2020-4.09.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski5 September 2020Leave a comment

In this post I shortly describe the main market events for the first week of September just ended. Here it is… Last week -> The market ended August on Monday ona really high note. All US indices had their best August in over 30 years time actually. This is pretty unusual for August. Below you…

Pension Portfolio photo

Pension Portfolio – 31st August 2020 rebalance

Investing, News&Trends, PortfoliosBy Pawel Cylkowski1 September 2020Leave a comment

In this post I shortly describe the end-of-month rebalancing of the SIA-style Pension Portfolio (PP). For a detailed review of the most important market developments for August 2020 please refer to my Global Leaders Portfolio (GLP) rebalancing here. The rebalance The usual monthly injection of $1k was again used to purchase GLD. SPY holdings were…

GAS WEEKLY

GAS Weekly 24-28.08.2020

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

SP500 now officially above all time highs. Tech keeps leading. Apple in the leader’s yellow t-shirt. Analysts are calling the AAPL massive run “extensively streched”. Bespoke Investment Group cites technicals that AAPL is 26% above its 50-day average and almost 60% above 200-day moving average. Well, it in deed is. What’s it changing? Especially after…

GAS WEEKLY

GAS Weekly 17-21.08.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski22 August 2020Leave a comment

August so far turns out to be much calmer than usual. Volatility is highly contained and markets keep making new all-time highs in US. this week SP500 has officially joined the team of indices breaking their February tops. This is an unprecedented situation and happened only once before. Here’s a look at the volatility index…

GAS WEEKLY

GAS Weekly 10-14.08.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski14 August 2020Leave a comment

S&P500 is still less than 1% off its new all time highs, but has yet to deliver this little milestone. I have wrote about that possibility and why that might actually happen already a few times (for instance here). Still it is all happening with a wall of disbelief pouring from the peoples’ mounths. Remember…

bonds etf

Thematic ETFs – overview of the hottest topics

Investing, News&TrendsBy Pawel Cylkowski10 August 20202 Comments

ETFs (Exchange Traded Funds) comprising of a basket of securities that jointly have some exposure to a certain investing story are called Thematic ETFs. It is a fast-growing sector of investing. Such securities can give great well-diversified value, but there’s often a lot of work to be done before buying it. Not all of them…

GAS WEEKLY

GAS Weekly 3-7.08.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski8 August 2020Leave a comment

SP500 is now 1.2% away from making an all time high. If (or when) that happens, it will be the 2nd time in history after 1983 that the wide market makes a new all time high during a recession (I wrote about the reasons of such equity markets behaviour here as I rebalanced the GLP…

GAS WEEKLY

GAS Weekly 27-31.07.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski1 August 2020Leave a comment

Quite a bit of action on the markets in the middle of the summer season. We’re almost half way through the reporting season. As I wrote here the downbeat expectations make the 2Q20 positive aggregate earnings surprises quite impressive. A lot is going on in some of the commodities as well as the monetary and…

GAS WEEKLY

GAS Weekly 13-17.07.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski18 July 2020Leave a comment

Greetings from the Netherlands dear Smart Investors! I strongly recommend visiting this beautiful flat-like-a-table country to anyone who likes active holidays. Biking routes are plenty everywhere and the Dutch plains are so easy for the kids to bike! You really feel save eveywhere you go with your bike, as bikers have top priority here :).…

GAS WEEKLY

GAS Weekly 6-10.07.2020

Investing, Macro, News&TrendsBy Pawel Cylkowski12 July 2020Leave a comment

Last week was pretty interesting actually, even though we’re in the middle of the summer season. There has been little macro data, hence the market concentrated more on stock-specific situations. Let’s take a look: Last week -> Global markets rallied on Monday to start the week, boosted, amongst others, by the Chinese government telling people…

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