Macro review

Has the big crash begun?

In the past few weeks, we have seen the markets shaking a little stronger than what we have seen in recent years (in Europe, by the way, the declines have been going on for several…

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Is Trump’s trade war a Black Swan?

Despite a good reporting season for US companies in general and great results for the portfolio companies as well, the US stock market has recently moved into a negative trend (although today the market goes…


How to invest wisely in 2018?

At the recent members’ conference, I presented my insights on the markets and how I think it should affect the allocation of our portfolio, if at all. Here are the main points: Although many feel…


Did 2018 started out too strong?

The leading US indices have been up between 7% and 8% since the beginning of 2018. This is the best year opening ever. More amusing is that the indices have already exceeded most analysts’ forecasts…


Bitcoin – a bubble or Historic Opportunity?

Bitcoin – the popular virtual (or digital) cryptocurrency, is discussed everywhere so it is not surprising that its price skyrocketing and attracts millions of investors who dream of getting rich quickly. Is it possible that…