The Logical-Invest newsletter for July 2023

Bull breaking free

The unexpected Bull At the beginning of 2023, there was a prevailing sense of negativity as both the S&P 500 and bonds experienced significant double-digit losses. However, in our 2022 end-of-year newsletter, we argued that not only one should stay invested, they should anticipate a minimum return of 4.7%. This projection was based on the risk-free yield of a 1-year Treasury. Our average strategy return surpassed expectations, reaching 7.3%. This unexpected bullish market appeared out … Read more

The Logical-Invest newsletter for June 2023

Summertime In May, we witnessed yet another episode of the U.S. debt ceiling drama, which has become a recurring theme for seasoned investors. However, this spectacle appears more like a theatrical performance rather than a true reflection of reality. It is difficult to fathom that U.S. politicians would willingly harm their own economy by allowing a default event to occur. Nevertheless, in this age of social media influence, there seems to be a fervent desire … Read more

The Logical-Invest newsletter for May 2023

Don’t bid farewell in May and hit the hay, just hedge your way and stay in the play… As we enter a seasonally sluggish period for equities it may be best to stay in the markets but use our hedged strategies to gain exposure to alternative assets such as gold, volatility, TIPS, crypto and foreign markets. See our main strategies ranked, here: Access our full list of sub-strategies ranked here: Outlook As U.S. … Read more

The Logical-Invest newsletter for April 2023

Emotion vs Reality Although March was marred by news of failing banks, the threat of regional bank runs, and predictions of hyperinflation, the numbers reveal a different story. Despite these concerns, March was a month of significant investment growth in financial markets, with the SPY up 3.7%, TLT up 4.8%, and GLD up 7.9%. In contrast to fears of economic collapse, these cold, hard numbers suggest that one needs to be defensive but still needs … Read more

The Logical-Invest newsletter for March 2023

Dollar index up, all else down After an excellent start in January 2023, February was a corrective month for most asset classes such as equities (SPY: -2.5%), bonds (TLT: -4.9%) and gold (GLD:-5.4%). Emerging markets were down (EEM: -7.6%) while the dollar index was up (UUP: 3.3%). The FED raised rates by 0.25% and the ECB by 0.5%. Current rates stand at 4.75% for the U.S. and at 3% for the European Union. Expectations are … Read more

The Logical-Invest newsletter for February 2023


A good start All Logical Invest strategies came out positive for January. Our more aggressive strategies saw 12-19% gains while only one strategy had a slightly negative return. The Universal Investment 3x Leveraged strategy took the lead with 19.5%, followed by the Maximum Yield Strategy at 15.7%. Many of our strategies stayed in defensive mode for January, allocating heavily to GSY, which is the short-term paper ETF. We expect those strategies to start allocating more … Read more

The Logical-Invest newsletter for January 2023

Logical Invest 1 year yield 4.7%

We wish you a happy, healthy and prosperous new year! Here are a few thoughts on investing for 2023! 4.7% annual return Risk-Free At the moment you can buy a 1-year Treasury and get 4.7% guaranteed return for the next year.Think about that. It’s as if you hired a manager that promises a 4.7% return and guaranteed not to loose any money, all through 2023. Would you believe him? Consider the fact that 2023 looks … Read more

The Logical-Invest newsletter for December 2022

Performances Best performers for the month were the Maximum Yield Strategy (+17.5%) followed by the US Market strategy 2x. End of year performance November ended on a good note as the SP500 added 3% on Wednesday, closing the month at +5.4%. The 30 year Treasury ETF (TLT) rose an impressive +6.7 % . Gold was up 8.1%. How is it that all three asset classes were up during that same month? The answer is in … Read more

The Logical-Invest newsletter for November 2022

A proper inflation hedge: The Gold-Currency strategy I had a dream the other day: I was 9 years old, sitting on the edge of a small harbour, my legs swinging above the water. My grandfather was sitting next to me. We both held fishing rods, staring into the horizon, waiting for the occasional fish to bite. He was telling me stories about the times after world war II where money became worthless, just pieces of … Read more

The Logical-Invest newsletter for October 2022

We are navigating through an unknown economic environment. Central banks are experimenting with controlling inflation versus causing recessions. Economists are trying to compare todays macro trends to those of the late 60’s, early 70’s. Truth is they don’t know the outcome as today’s labor markets are very different from the past. As the powers-to-be play out this experiment, the safety of our funds should be our priority. Be defensive. Have a plan. Dollar up everything … Read more