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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

Trading Cryptocurrencies Bitcoin and Ethereum on a traditional brokerage

As we are prepping to publish models based on Bitcoin and Ethereum cryptocurrency assets, we are publishing preliminary research on trading assets that track Bitcoin and Ethereum on traditional U.S. based exchanges. We exclude futures which can easily be traded via CME contracts. Using Interactive Brokers as a reference U.S. brokerage these are the main available instruments (not including futures) for trading Bitcoin Funds (as of May 8 2021). Bitcoin Instruments: As expected the most … Read more

The Logical-Invest newsletter for May 2021

Recovery hope

Updates/News Reminder: Check out our recently created ETF Ranking page. Stay tuned for our first strategy incorporating Crypto assets. Strategy Performance April was an excellent month for our strategies with almost all of them in the green. The top spots were for our leveraged strategies. Our more stable strategies, namely The Enhanced Permanent Portfolio, Universal Investment Strategy and Top 3 Strategy returned between 3% – 4%. Expecting an economic recovery The market seems to be … Read more