Gold’s 43% IRR
Gold remains overbought, and a consolidation would be the best outcome we can hope for. The best bull markets are long-lasting.
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Farewell the Treasury companies
Strategy (MSTR), formerly known as MicroStrategy, is being dumped at pace. Investors bought MSTR as a Bitcoin proxy as the ETFs (or ETNs) were banned in major financial centres such as London.
Chinatown
I’m getting very excited about this chart, which shows high-volatility stocks —the epicentre of the market bubble —and low-volatility stocks, which still haven’t noticed there’s been a bull market. The riskiest stocks have taken the lead, which is rarely a good thing.
Venture: Energy in High-Growth Countries
Our global trends models have highlighted strength in the energy sector. Despite the low oil price, earnings have been resilient, so I've selected an undervalued energy stock exposed to high-growth countries.
Back to $100K
The past year shows the $100k level in detail. This has the potential to be a major support level, as it has been tested so many times. But bad things can happen, so we shouldn’t count on it.
Clarification on the Hong Kong Trade
Following today’s update of The Multi-Asset Investor, “Boring Is Beautiful”, this information may be useful when trading.