Is Leverage Too Expensive Right Now?
Since Central Banks announced last year that they were going to increase interest rates, I (for once) acted responsibly and…
Defined-Outcome Strategy ETFs
Global X just launched two “defined-outcome” ETFs that are UCITS compliant (i.e. can be bought by European Investors): SPQB, the…
The FIRE Escape Door
I have watched seven episodes of the series Fleishman is in trouble. With Atlanta, is one of the best I…
Personalized Inflation Hedging
Inflation is like beauty. Despite thinking, or being deceived into thinking, that a universal measurement is possible, what I see…
A Portfolio of Diversified Assets
This post was born as a quick reaction to the 2022 Golden Butterfly portfolio performance and then morphed into a…
Why Investors Like Hedge Funds
If you regularly read trading/investing/personal finance stuff, there is a high chance you would, at least once, have stumbled across…
ETF Review: ASYMmetic S&P500 (ASPY)
I still remember when I listened to the very first episode of the Animal Spirit podcast because I was on…
How To Make Money Investing In A Ponzi
I had this post in my ‘queue’ for a while; I was hoping to ride a bit of the Netflix…
The Magic Box
A week ago I received a message from a reader, who just finished university and is starting his first internship…
The SWR is dead. Long live the SWR
The human being is a creature that needs certainty. Assurance. Certitude. We cannot accept that what happens to us is…
Model Portfolio Quarterly Update
In April last year, I introduced The Italian Leather Sofa model portfolio. As a reminder, here is the portfolio composition:…
ETF Review: UBS ETF CMCI Commodity Carry SF (UEQC)
When I tell people that Twitter is one of my best working tools, most of them think I am joking.…