10 apr.5 minutenUpdate 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...
20 jun. 20217 minutenIs 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. 20214 minutenGold: Great risk-reward opportunity setting upPlease read the Disclaimer before reading this article. It has been three months since I wrote an article purely dedicated to gold. In...
5 apr. 20213 minutenTactical 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...
11 feb. 20218 minuten2021 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. 20216 minutenTactical 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. 20217 minutenEmerging Markets and the US DollarPlease 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. 20216 minutenGold 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. 20206 minutenGold: Bullish arguments outnumber the concernsPlease read the Disclaimer before reading this article. Introduction Things are getting very interesting in the gold market. Let’s start...
6 dec. 20208 minutenDream 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. 202010 minutenGold: 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. 20206 minutenGold: post-election updatePlease read the Disclaimer before reading this article. Post-election update Last week I wrote: “For long term investors, these are ideal...
2 nov. 20208 minutenGold: 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. 202010 minutenGold 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...
11 okt. 202011 minutenThe next big buying opportunity in the gold market.Please read the Disclaimer before reading this article. Before reading this article, I recommend you to read my previous two articles:...
8 okt. 20208 minutenHow I predicted the peak in the gold market in early August.Introduction This is the first article in a series where I will explain how I timed the gold market throughout the last three years. In...
4 okt. 20206 minutenGold and my personal story as an investor, an introduction to The Adaptive InvestorLearn about my biggest loss in the markets and how it forced me to adapt.