Getting the big picture and timing right.

Please read the Disclaimer before reading this article. In early January 2022, I wrote an investment outlook with my views on several...

At the beginning of February, I laid out my investment outlook for this year. I was positive risk assets for several reasons. One of...

Please read the Disclaimer before reading this article. It has been three months since I wrote an article purely dedicated to gold. In...

Please read the Disclaimer before reading this article. On Thursday, I tweeted that I saw some interesting bullish developments in...

Please read the Disclaimer before reading this article. Disclaimer: I currently hold positions in QQQ and EEM At the beginning of each...

Please read the Disclaimer before reading this article. Last week, I explained my bullish long-term thesis on Emerging Markets. This...

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...

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...

Please read the Disclaimer before reading this article. Introduction Things are getting very interesting in the gold market. Let’s start...

Please read the Disclaimer before reading this article. Short summary We saw very constructive price action these last two weeks in the...

Please read the Disclaimer before reading this article. Two weeks ago, just after the election, I noted that strictly speaking (when...

Please read the Disclaimer before reading this article. Post-election update Last week I wrote: “For long term investors, these are ideal...

Please read the Disclaimer before reading this article. Introduction Three weeks ago (October 11, 2020), I wrote an article in which I...

Please read the Disclaimer before reading this article. Before reading this article, I recommend you to read my previous article: The...

Please read the Disclaimer before reading this article. Before reading this article, I recommend you to read my previous two articles:...

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...

Learn about my biggest loss in the markets and how it forced me to adapt.