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Tag Archives: stocks

Global Leaders Portfolio - Inception

Global Leaders Portfolio – 30th October 2020 rebalance

Investing, PortfoliosBy Pawel Cylkowski31 October 2020Leave a comment

In this post I summarize October 2020 on global markets shortly. The usual month-end rebalancing of the Global Leaders Portfolio (GLP) is also described here. Further diversification of the equity portfolio is being conducted with this rebalancing. New entrants into the GLP are representatives of the Clean Energy (CE) sector. CE is clearly one of…

GAS WEEKLY

GAS Weekly 19-23 Oct 2020

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

More and more dynamic political and epidemic situation is so far not causing increased volatility. This week only Monday saw major indices move more than 1% down. The rest of the week was characterised by very low volatility. Its measure (VIX) hovers around 25-27. Reporting season rolls on. 27% of members of the S&P500 have…

GAS WEEKLY

GAS Weekly 12-16 Oct 2020

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

October progresses and further pandemic restrictions are being reestablished around the world. Markets remain broadly immune though. It seems that most direct effects of managing the virus are now priced in and it’s hard for them to have a meaningful impact on investors. 3Q20 reporting season started. So far the results coming out form US…

GAS WEEKLY

GAS Weekly 5-9 Oct 2020

Investing, Macro, News&TrendsBy Pawel Cylkowski10 October 2020Leave a comment

With this post we’re coming back to usual publication of our GlobalAlphaSearch.com Weeklies after a little break. In general the equity markets had a pretty positive week. The sentiment was not even distorted by the US politicians, who keep quarrelling about further stimulus. The political front will most possibly be geting hotter every day now…

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…

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 20-24.07.2020

Bez kategoriiBy Pawel Cylkowski26 July 2020Leave a comment

Last week could be split in half really. Bullish 1st half and much worse 2nd half. Here’s what was up in short: Last week -> Monday kicked off with a positive tone on the back of high-techs coming back from the previous week’s dismal underperformance. We also heard positive data on the Pfizer/BioNTech and Oxford…

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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