The Logical-Invest newsletter for August 2024
August 2024 Logical Invest Newsletter. Rates expectation boost market
August 2024 Logical Invest Newsletter. Rates expectation boost market
July 2024 Logical Invest Newsletter. The Nasdaq 100 strategy explained
All quiet on the western front All seems to be going well in the investment world, at least according to the mainstream media. Major central banks have successfully raised interest rates, taming runaway inflation which is now decreasing towards a desired 2%, or at worst a manageable 3%. All done without so much as cracking an egg, avoiding a recession or causing any pain to equity investors. The so called ‘soft landing’ is underway and … Read more
Winners 2023 turned out to be fantastic year for LI investors. Top performer: Our Crypto & Leveraged Top 2 Strategy was the top performer, achieving an incredible 86.3%. It ended the year holding SPXL and TMF instead of crypto. This strategy invests in top performers across a selection of crypto, equity, treasury, and precious metal assets with similar volatility characteristics. It is a highly aggressive strategy that rebalances twice a month and requires access to … Read more
Taming Inflation The stock market surged an unprecedented 9.1% in November, accounting for almost half of its 20% year-to-date returns in a single month. This price action can be partly attributed to lower inflation and a sense that global interest rate policies are effective. In the U.S., a recent jobs report showed fewer new jobs and an uptick in unemployment. Although negative for the economy, this adds to the sense that the Fed’s efforts to … Read more
Geopolitical risk raises gold The unprecedented attack on Israel on October 7th and its subsequent response have heightened geopolitical tensions in the Middle East. This conflict is drawing in the U.S., as well as regional actors like Iran, Egypt and Turkey, raising the risk of a wider war that could destabilize the global economy. In this context, gold has found its purpose as a safe-haven asset, rising 7.4% in October and threatening to breach the … Read more