Bulls Overtake Bears in Race Between Leveraged China ETFs
China’s latest GDP numbers may have slowed to 6.5% year-over-year in the third quarter, missing expectations of 6.6%, but the Direxion Daily…
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China ETFs Turn the Other Cheek at Country’s Latest GDP Numbers
China-focused exchange-traded-funds turned the other cheek when the country’s latest gross domestic product numbers showed that economic growth slowed to 6.5% year-over-year…
Disappointing Housing Starts Data Nails Homebuilder ETFs
Housing starts fell more than expected, sliding by 5.3% to a seasonally adjusted annual rate of 1.201 million units last month, according to…
Investor Flight to Japan May Be on the Horizon
The sight of a bull may be on the horizon in the “Land of the Rising Sun” as Japan is now stepping into…
Mr. Market Goes Crazy
Farnam Street letter to investors for the month of October 2018. The Arrogance of Investing Buying a stock is an act of…
The Bond Market Will Be the Bear that Crushes the Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well…
If Investors are Suggesting that a Crash is Imminent, then the Market will not Crash
Recently quoted in U.S. News & World Report and featured on CNBC, leading Australian investment expert, market commentator, and best-selling author Dale…
How We Determine the Value of Our Stocks (And Of The Entire Portfolio)
Vltava Fund commentary for the third quarter ended September 30, 2018; titled, “How We Determine The Value Of Our Stocks (And Of…
Real Estate Doldrums Could Benefit Leveraged Bear ETF, Hurt Hombuilder ETF
A rising rate landscape continues to rock the foundations of the real estate sector, particularly when it comes to homebuilders, which could…
IMF: ‘Clouds on the Horizon’ for Global Growth
For the first time in two years, the International Monetary Fund expressed skepticism for global growth in the coming years as the organization…
Logica Capital Advisers: Spacetime Continuum; Measuring Risk
“Put your hand on a hot stove for a minute, and it seems like an hour. Sit with a pretty girl for…
China Preparing Itself for Long, Drawn-Out Trade War with U.S.
A white paper published by China last month revealed that the country can economically withstand the effects of a long, drawn-out trade…
Global Quality Edge Fund 2Q18 Commentary: Detecting Red Flags
by Jacob Wolinsky Global Quality Edge Fund letter to shareholders for the second quarter ended June 30, 2018. Dear shareholders, Global Quality…
Buy-and-Holders are Satisfied with their Strategy
Robert Shiller warned investors in 1996 that valuations were so high that those going with high stock allocations would in time come…