Colm O'Shea, who is the founder and CIO of London-based COMAC Capital, was once interviewed in Jack Schwager's "Hedge Fund Market Wizards" - a brilliant and epic book for readers interested in understanding the minds of various types of hedge fund managers and the way they approach the financial markets. Here are some of my main … Continue reading Investment Lessons from Investor Colm O’Shea
At ChatWithTraders.com, we are able to listen to wonderful interviews of successful traders and investors done via podcasts. It is an invaluable source of insights and a great asset to many of us actively involved in the markets! As a discretionary macro investor, an interview that stood out to me was the podcast with Dario … Continue reading Ways of a global macro trader: Interview with Dario Mofardin
As the legendary Soros declares above: investing is never about making predictions, it is about making probability-adjusted bets. Hence global macro investors tend to map out scenarios and devise action plans to deal with uncertainty in the financial markets. The US Dollar is a mega trend that has to be observed closely by virtue of the … Continue reading Portfolio strategy for 4Q 2016: Watch the USD for cues
Many commodity prices have somewhat rebounded in 2016 following a general decline in prices since 2013. While many investors have focused on crude oil as well as the shiny yellow metal gold, a commodity that may have been overlooked by the community is sugar. After a slow and gradual decline prices, sugar has bottomed in … Continue reading Sugar – Multi-year bull market or just an extended rally?
Legendary investor Jim Rogers is back with his sixth book: “Street Smarts – Adventures on the Road and in the Markets”! Published in the spring of 2013, this book is a recollection and a self-styled memoir of Rogers’ own life, investment experiences and his observations from his many travels around the globe. While there were … Continue reading Insights From “Street Smarts – Adventures on the Road & in the Markets”
The famous investor George Soros is well-known for a theory of his known as 'Reflexivity'. He has used this theory of his as a framework to manage his investment firm and to build a fortune over the years from the financial markets. So what exactly is Reflexivity? Here's the man himself explaining it in his … Continue reading Reflexivity detected in Financial Markets – look out!
At ChatWithTraders.com, we are able to listen to wonderful interviews of successful traders and investors done via podcasts. It is an invaluable source of insights and a great asset to many of us actively involved in the markets! One particular interview that stood out to me was the podcast with Jack Litle from Mercenary Trader. In … Continue reading Insights from a global macro trader
Wilmar International. Shangri-La Hotels. Kerry Group. PACC Offshore Services... These are just some famous companies under his business empire. Billionaire Robert Kuok is an internationally well-known business figure, and his presence is almost everywhere, whether its helping Coca Cola to distribute their beverages in China or delivering edible oil and refined sugar to various countries throughout Southeast … Continue reading Robert Kuok – lessons from a business magnate
Just like myself, you may have heard of the term "global macro" before, and may be unsure of what it exactly means. And you have every right to be unsure. There aren't many resources and material out there for one to find out more (think of all the numerous amounts of books/courses on value investing), … Continue reading Interested in Global Macro Investing? This course may help!
While most people are aware of the huge rise in many commodity prices during the boom "super-cycle" that started at the turn of the millennia, there was one particular commodity that the crowd and mainstream public was unaware of (but nonetheless saw an astronomical rise in prices as well). That commodity is Uranium (U, 92). … Continue reading Time for Uranium to regain its glow?