Newsletter

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

September has turned out not to be a great month for equities, with the S&P down 4.7%. However, this is not particularly worrisome, as the index is still only 10% off its all-time high and has a respectable 13% YTD performance. Economic Stress There are other factors worth mentioning, as we observe unusual activity in the markets. It’s best to consult some charts. Just looking at the index below, it is unclear whether the S&P … Read more

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: https://logical-invest.com/app/testRank.php Access our full list of sub-strategies ranked here: https://logical-invest.com/app/asset_list.php Outlook As U.S. … Read more

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

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

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