Canceling the Noise; Not by Bread Alone
Introduction: Given the market volatility, we will start posting, on an ad hoc basis, a very short commentary whose purpose would be twofold: First, to cancel out the loud noises in the marketplace – which can only be confusing – by focusing on the most...The Wooden Nickel
1. Terry Smith and Quality Terry Smith is known as “Britain’s Buffett” (Figure 1 shows why the moniker exists) and his annual letter is always an illuminating read. This year’s letter is no exception for its discussion on his investment philosophy, particularly on why...Geopolitical Challenges and Statecraft
“You are certain to not to be disappointed by The Canon of the Markets. In the surabondant commentariat on the markets, John Charalambakis’ contribution is unique: he puts together something very special – mixing market analysis, philosophy, literature, and...Put(in)s and Calls and Getting Ambushed by the Future: A Machiavellian Win-Win Strategy in the Midst of Market and Geopolitical Turmoil
In two of our January commentaries, we discussed some fundamental reasons that make us skeptical of a continuous market upswing, as well as some reasons that make us consider a continuous selloff as an opportunity to acquire some solid names at cheaper...Sign Up for Our Publications
