The Logical-Invest newsletter for March 2022

Strategy Performance – Protecting capital All of our strategies protected capital, with positive gains or small losses (mostly less than -1%). The S&P fell -3% for the month. TLT was at down at -1.6%. War in Europe Just as we were hoping the COVID pandemic is finally past us and we can return to some degree of normalcy, war breaks out in Europe. Russia invades Ukraine and the world as we know it changes. These … Read more

The Logical-Invest newsletter for February 2022

The stick and the carrot Fro the sake of argument, let us imagine that the FED is the parent and we, investors, we are the children. The parent gives us money and we spend it on toys, candy and what not. We get comfortable consuming as we assume the parent always provides,. All is well. We keep buying and eventually force candy prices up. The parent gets uncomfortable with the new prices and next time … Read more

The Logical-Invest newsletter for January 2022

We wish you a healthy, fulfilling new year near your family, friends and communities. Strategy Performance Most of our strategies were positive for 2021. Highlights were the Crypto & Leveraged strategy and the Nasdaq100. Most other strategies did well but unperformed the SP500 since they were partly allocated in safer assets, namely gold, Treasuries and TIPS. The new Economic Regime: Rising rates One thing has been clear this past year: The Fed and other central … Read more

The Logical-Invest newsletter for December 2021

Corona virus is back again After several months of perceived calm, in late November increasing SARS-CoV-2 incidence rates in Europe and news about the new variant Omicron, B.1.1.529, classified by the WHO as of concern, shook markets again. Not helping were also economic reports confirming inflation rates might not be as transitory as perceived in previous months, but rather here to stay – thus increasing the pressure on central banks to start the tapering process … Read more

The Logical-Invest newsletter for November 2021

Everything is green again October was an exceptional month for our strategies. Our newest and most aggressive one, the Crypto and Leveraged Top 2 returned an exceptional 45% for the month. Our non-crypto leveraged strategies also had a good month as equity (SPY +7%), bonds (TLT 2.5%) and gold (GLD 1.5%) returns were all positive. For October, our long running Universal Investment Strategy 3x Leveraged strategy returned 13%, our US 2x Market strategy 11% while … Read more

The Logical-Invest newsletter for October 2021

All assets drop in unison. Federal Reserve holds interest rates steady, says tapering of bond buying coming ‘soon’… CNBC, September 22nd 2021 September was one of these months where all asset classes came out negative regardless of what they represent. It is no coincidence that the FED issued a statement about future tapering of it’s stimulus program. The S&P 500 fell by -4.7%, the long term Treasury ETF lost (TLT) -2.9% and gold -3.2%. Looking … Read more

The Logical-Invest newsletter for September 2021

All strategies in the Green For August all our strategies had positive with returns from +0.2% to +6.7%. Our recent crypto strategy was the top performer followed by the 3x UIS strategy with a 3.2% return. Outlook Here three different long term weekly charts of three different indices. The above looks like a cryptocurrency chart but it is not. It is the QQQ ETF going back to 2000 and includes the 2001-2003 Nasdaq bear market. … Read more

The Logical-Invest newsletter for August 2021

Outlook July was a positive month for equities seeing gains in the SP 500 (+2.4% ) and the Nasdaq (+2.9%). On the contrary emerging market (EEM) were down by -6.4% which is an indication of investors worried about a resurgence of COVID-19 cases due to the new Delta variant. For a second month, long term Treasury yields were down which means TLT rose by 3.7%. Gold was up +2.5%. As volatility has returned to the … Read more

The Logical-Invest newsletter for July 2021

Outlook June was a positive month for equities seeing moderate gains in the SP 500 (+2.2% ) and emerging markets (+1.6% ) while the Nasdaq rose by +6.3 %. Suffice to say we are at all time highs as the U.S. index rides on a wave of positive post-covid recovery and increasing inflation expectations. We have seen an almost linear progression in stock price since March of 2020. It is important to keep in mind … Read more

The Logical-Invest newsletter for June 2021

Updates/News Our new Crypto and Leveraged Top 2 Strategy, an innovative way to construct Bitcoin and Ethereum portfolios. New version of QuantTrader available for download with the newest strategies and updated Nasdaq components. The new Crypto and Leverage Top 2 strategy Our new and innovative C&L Top 2 strategy combines traditional assets classes such as Equity, Bonds and Commodities with crypto-based assets such as Bitcoin and Ethereum.  To compensate for the extreme volatility of Bitcoin and … Read more