After reviewing Greg Gliner’s “Global Macro Trading” earlier, I thought I’ll work my way on another book. There aren’t many books on global macro and macro investing out there, so Javier Gonzalez’s new book – “How to Make Money with Global Macro” naturally piped my interest to work through it. I got it via Fishpond.com, … More Review of “How to Make Money with Global Macro”
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 … More Insights from a global macro trader
Throughout the history of financial markets, various colourful and interesting personalities are known to dominate various time periods, appearing as ‘wizards’ or narrative icons of dominating market trends in those times. Think about the 1980s for a moment. Both Ronald Reagan and Margaret Thatcher were sworn into office in the United States and in Great Britain … More The “Decade of the Central Banks”
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). … More Time for Uranium to regain its glow?
From the perspective of a long term investor, utilities’ stocks are generally viewed as low-risk and conservative investments (not hot or sexy or trendy). Why? Utility companies are capital-intensive, tend to operate under government regulations and licensing (which allows them to enjoy oligopolistic/monopolistic features) and provide services that are indispensable to the well-being of a … More US Utilities: time to be cautious?
Recent news about Berkshire Hathaway’s disclosure of a stake in the world-renowned tech behemoth Apple have sparked the attention of both Wall Street and Main Street; probably because everyone was trying (or considering) to ‘bottom pick’ Apple’s shares after a -18% decline in its share price since mid-April this year. While everyone may be familiar with the … More Apple’s days of glory may be over
“When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something, and that goes double for his book” ~ Warren Buffett Howard Marks, investor, co-founder and chairman of Oaktree Capital Management, has compiled his letters, notes and thoughts of investment management over the years … More The Most Important Thing – A Review