If your portfolio is heavy deep value / commodities / reflation plays like mine, you’ve probably seen a lot of red the last few weeks as interest rates have declined and institutional money has flowed back to growth for the time being. As I write this post, my portfolio is now down almost 10% from its all time highs set in late June, which capped a
Hi, you haven't posted an update in a while. A lot of people respect and value your view on the energy market right now. Can you provide an update? Are you sticking to your previous call of selling out of energy companies when it hits over $80 a barrel?
Hi, you haven't posted an update in a while. A lot of people respect and value your view on the energy market right now. Can you provide an update? Are you sticking to your previous call of selling out of energy companies when it hits over $80 a barrel?
I have my doubts on ZIM. Light on assets and will have to renew its fleet , at levels that seems to be insanely expensive going forward.