It is an old wisdom that during a recession cyclical equities in general and energy stocks in special are suffering pretty much. When the economy slows down, the supply and demand imbalance pushes energy prices down, too. Stocks of these “commodity businesses” come under pressure in unison. But is it the same now? Or could we even be in for a surprise to the upside?
Continue readingMonthly Archives: October 2022
Why you need to remove your portfolio losers regularly
Sooner or later, everyone will discover that an investment did not work out as originally expected. Such losing positions in your portfolio not only affect your overall performance. What can have even worse consequences is the psychological effect these positions have on you as an investor. I also discuss one personal misinvestment of this year.
Continue readingThe massive power of monopolies – and why Warren Buffett likes them
Who doesn’t know the boardgame Monopoly? What is either boring or very exciting to its players, has an important message for real life investors, like us. In today’s Weekly, we look at the origins of this game, what you can learn for your investment journey and why Warren Buffett likes such structures. By the way, as an investor you should, too!
Continue readingMy latest research report is out!
Like I teasered in my most recent Weekly, where I covered the topic of offshore banking from the perspective of a small private investor, I just published the corresponding research report. I wrote about a company that focussed its business on just that – offshore banking!
Continue readingMyths about offshore banking and a unique stock thereof
If you speak publicly about offshore banking, there is a good chance that you will be suspected or even criminalized. You certainly have something to hide! However, what most people don’t know is that an offshore bank account is perfectly legal. But why does it have a bad reputation then? This and a stock that provides you an investment opportunity (exclusively for my Premium Members) in this sector are today’s topics.
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