Brexit… when a widely anticipated event ever surprised markets? Continue reading “Brexit…when a Widely Anticipated Event ever Surprised Markets?”
Author: Konstantin Fominykh
Where Commodities Disagree With Bonds?
Here is what I can’t figure out: why are Yield Curves of countries with substantial dependence on crude oil production are still Inverted? Continue reading “Where Commodities Disagree With Bonds?”
Boost Your Investment Performance With Timing?
During periods of low returns, eking out small advantages is critical. Agreed? Continue reading “Boost Your Investment Performance With Timing?”
Can You Time the Market?
The conventional wisdom states you can’t. Continue reading “Can You Time the Market?”
Why Puerto Rico Is Our Greece?
Would Puerto-Rican crisis remind you of Greece’s situation 4 years ago?
Summer Shopping in Europe? Buy Some Stocks There Too!
I am not talking about that Europe would outgrow the World. No. Continue reading “Summer Shopping in Europe? Buy Some Stocks There Too!”
Should You Sell Your House Now?
I get asked a lot by friends: Should I sell my house? Continue reading “Should You Sell Your House Now?”
Why in Investing There are Old Traders and There Are Bold Traders, But There Are Very Few Old, Bold Traders
We all have been there, the stock is down 30% last few months and it is down 4% on another piece of bad news today. Tempting to buy it? My strong suggestion is that you should not. While it seems intellectually elegant to buy dips, in general, odds are heavily stacked against you. Continue reading “Why in Investing There are Old Traders and There Are Bold Traders, But There Are Very Few Old, Bold Traders”
Global Financial Markets Entering Risk-Off Regime
Our global Macro Monitor system is flashing many Red Flags (and we emailed first warnings a few days ago to our clients). Continue reading “Global Financial Markets Entering Risk-Off Regime”
Why Yield Curves Excel at Seeing the Future and Central Banks Don’t
Why is the shape of a Yield Curve a solid predictor of a recession (or a recovery)?
I actually have never heard a coherent explanation why a flat or inverted Yield Curves signal recession so well. Typically 99% of answers to that question would center around what a Central Bank of a country would do and what investors think about its possible moves. It has some validity but the argument is incomplete. Continue reading “Why Yield Curves Excel at Seeing the Future and Central Banks Don’t”