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
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
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
Update: We have a new ETF Ranking page. Industrials, Steel and Dow up. Safe assets down. March proved to be a good month for U.S. equities especially for the steel ETF (SLX +14%), the utilities sector (XLU +10.6%), industrials (XLI +9%) and the Dow stocks (DIA: +6.9%). The SP500 was up 4.5% while emerging markets were slightly down (EEM -0.7%). The long term treasury ETF price continued its free-fall (TLT -5.2%). Gold managed to loose … Read more
Coming Inflation? It seems like everyone is discussing inflation and hyper-inflation scenarios. Let’s look at the data: The above chart shows the yield of the 10 year Treasury. The yield has increased by almost 180% in the past 5 months. Although percentage-wise this increase is substantial, in hard numbers the yield is still barely at 1.46% which is not that high historically speaking. If we zoom out we see decade long trends. From the early … Read more
Welcome 2021 – What strange times we live in Below is the daily and total PnL (+$31,471,258.63) as publicly posted on reddit by user “u/DeepFuckingValue” who allegedly started investing 50K into the now infamous GME stock. If you follow his older posts you will realise he is a solid researcher who formed a thesis about an undervalued stock with unrealistic short interest. He shared his thesis publicly and was somewhat disregarded but stuck to his … Read more
2020 – a.k.a the year from hell (but not for investors) 1918 – The Spanish flu pandemic. By now, most of us have such pictures of ourselves or our loved ones so that our grand-children can show their kids some 100 years from now. It has been an extraordinary year by any measure. The events of 2020 are unprecedented and beside the spread of COVID-19 include, amongst others: The Australian wildfires burned through 47 million … Read more
Market surge in November U.S. and foreign equity markets had an exceptional month due to major progress towards a coronavirus vaccine and expectations of easy monetary policy from central banks. The S&P 500 is up +10.9%, EFA (Developed countries) +14.3%, EEM +9.2% while hard hit economies like Italy and Spain are up +25% and 27% respectively. Safe heavens under pressure The surge in stocks has put competitive pressure on safe-haven assets such as bonds … Read more
Election volatility October turned out to be a volatile month that ended up negative for most assets classes: The U.S. market lost -2.5%, gold (GLD -0.5%), Treasuries (TLT -3.4%) while the U.S. dollar was flat (UUP +0.1%). Our strategies pretty much followed the market correction with performances ranging from -0.2% to -3.1% for non-leveraged strategies. The HEDGE for this past month was almost half in Gold and half in TLT, so the large drop in … Read more
Election and volatility On September 22th, we received the following message as our main broker increased margin requirements for U.S. stocks: Consequently, to protect (the broker) and its customers, … will increase margin requirements by as much as 35% above normal margin requirements leading up to the November U.S. election. With the increase fully implemented, the new requirements would be 67.5% Initial and 33.75% Maintenance (vs 50% and 25%) In effect, this is similar to … Read more