China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term

Summary Trade tensions are boosting the USD. Trade tensions and debt crackdown are depressing the Chinese market. Fundamentally, China remains a long-term bet and the time for asset rotation might be approaching. (Photo credit: Gage Skidmore) Let’s face it. China is on the rise; it is already one of the centers of a multi-polar world. However, trade… Read More China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term

The Aftermath Of The French Elections: Revisiting Investment Plays

The market atmosphere is changing. The French election brought an end to another chapter of the European saga. It is time to reevaluate my investment plays. Most companies I own have good perspectives for future growth, but I don’t mind reducing positions in 2 or 3 stocks, especially, if they might face macro headwinds. Additionally,… Read More The Aftermath Of The French Elections: Revisiting Investment Plays

How to take advantage of a global mess? Burberry Group plc

(Image: A. Davey) The big picture Before embarking on stock picking exercises, let’s take a look at the macro environment. The general market is still living under the weight of several uncorrected excesses and it has only been authorities’ intervention that has kept the whole system together. Now and then, the financial system look at… Read More How to take advantage of a global mess? Burberry Group plc

A trendless market is a treacherous one: Market Outlook

The current market lacks conviction but there is a slightly positive bias under way. Right now, it might sustain the current trend or be disrupted by some negative development. We analyze both cases and try to adapt our portfolio to further developments. [Picture by Pete Bellis] At this point into 2016, the uncertainty is so huge that trying to outguess the… Read More A trendless market is a treacherous one: Market Outlook

Social Media: The age of information will amplify investors’ biases

Picture credit: Jason Howle Since the computer’s massification, the way people deal with information has been shifting at a steady pace. If we could go back in time and see how people used information in the 70’s and compare it with the present, we would be astonished with the transformation. In the beginning, it was the… Read More Social Media: The age of information will amplify investors’ biases