No, it's not all priced in. Part II
Please read the Disclaimer before reading this article. Introduction If you would have read independent investment research in the...
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Getting the big picture and timing right.
Zoeken
- 26 mrt.
- 5 minuten
Gold breakout above all-time highs imminent?
Please read the Disclaimer before reading this article. Introduction Let's talk about gold. In the middle of January, I warned that a...
- 13 mrt.
- 12 minuten
No, it's not all priced in.
Please read the Disclaimer before reading this article. In this article, I would like to discuss two topics: 1) The concept of a hard...
- 18 dec. 2022
- 8 minuten
A Fed pivot won't be bullish for stocks.
Please read the Disclaimer before reading this article. At the end of June, I wrote an article on why I remained bearish on risk assets....
- 29 jun. 2022
- 7 minuten
Risk-off environment remains intact.
Please read the Disclaimer before reading this article. As I did in my previous post, I summarize my investment outlook from early 2022...
- 10 apr. 2022
- 5 minuten
Update on Gold, Bonds, and Crypto.
Please read the Disclaimer before reading this article. In early January 2022, I wrote an investment outlook with my views on several...
- 10 jan. 2022
- 8 minuten
Risky 2022 ahead? What are the leading indicators telling us?
Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer Early 2021, I had a few big views for how 2021 would play...
- 20 dec. 2021
- 9 minuten
Probability vs. Possibility: Did you risk manage your Crypto investments?
Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer I want to share two important insights in this article...
- 7 nov. 2021
- 5 minuten
Bitcoin: Why you should buy all time highs, just as Jesse Livermore would advise.
Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer (When reading this article, don't forget the following:...
- 11 okt. 2021
- 1 minuten
Bullish Bitcoin price action and recapitulation of 2021 market views.
Please read the disclaimer here: https://en.theadaptive-investor.com/disclaimer It has been some time since I wrote an article or was...
- 20 jun. 2021
- 7 minuten
Is the US Dollar wrecking ball back?
At the beginning of February, I laid out my investment outlook for this year. I was positive risk assets for several reasons. One of...
- 11 apr. 2021
- 4 minuten
Gold: Great risk-reward opportunity setting up
Please read the Disclaimer before reading this article. It has been three months since I wrote an article purely dedicated to gold. In...
- 5 apr. 2021
- 3 minuten
Tactical look at US interest rates and risk assets.
Please read the Disclaimer before reading this article. On Thursday, I tweeted that I saw some interesting bullish developments in...
- 15 mrt. 2021
- 4 minuten
Technical look at Gold, USD, 10year
Please read the Disclaimer before reading this article. In this article, I want to have a quick technical look at some key markets. No...
- 11 feb. 2021
- 8 minuten
2021 Invesment Outlook for gold and risk assets.
Please read the Disclaimer before reading this article. Disclaimer: I currently hold positions in QQQ and EEM At the beginning of each...
- 24 jan. 2021
- 6 minuten
Tactical look at EM and the USD.
Please read the Disclaimer before reading this article. Last week, I explained my bullish long-term thesis on Emerging Markets. This...
- 19 jan. 2021
- 7 minuten
Emerging Markets and the US Dollar
Please read the Disclaimer before reading this article. Please note that this is a big picture think piece. I won't go into detail about...
- 10 jan. 2021
- 6 minuten
Gold liquidation explained.
Please read the Disclaimer before reading this article. This past week has been quite an eventful week for gold. On Monday, we saw a 50...
- 20 dec. 2020
- 6 minuten
Gold: Bullish arguments outnumber the concerns
Please read the Disclaimer before reading this article. Introduction Things are getting very interesting in the gold market. Let’s start...
- 6 dec. 2020
- 8 minuten
Dream scenario in gold is starting to unfold.
Please read the Disclaimer before reading this article. Short summary We saw very constructive price action these last two weeks in the...
- 22 nov. 2020
- 10 minuten
Gold: The answer lies in whatever Covid-narrative is discounted by the market.
Please read the Disclaimer before reading this article. Two weeks ago, just after the election, I noted that strictly speaking (when...
- 8 nov. 2020
- 6 minuten
Gold: post-election update
Please read the Disclaimer before reading this article. Post-election update Last week I wrote: “For long term investors, these are ideal...
- 2 nov. 2020
- 8 minuten
Gold: Have we seen the bottom?
Please read the Disclaimer before reading this article. Introduction Three weeks ago (October 11, 2020), I wrote an article in which I...
- 18 okt. 2020
- 10 minuten
Gold and the dollar smile: why you need more than just technical analysis.
Please read the Disclaimer before reading this article. Before reading this article, I recommend you to read my previous article: The...
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